Financial Adviser/Soccer Coach

Hi I’m Bill! Financial advice is about planning for the future and helping you achieve your goals.

Good, valuable, tailored financial advice  helps you become less frustrated, win back control,  be happier and more confident about Life…and I get a kick out of it when that happens.

Based here in Adelaide, I have been a Financial Adviser and has been involved in the financial services industry for over 20 years.

Apart from being a Financial Adviser….
I’m married with two young children. Family time is about taking the kids to the park and kicking the ball. Love my BBQ’s with my family and friends over a glass of red wine.

When I’m not working and with the family, I’m coaching kids soccer and watching them develop which is rewarding and hoping to give them the same opportunities to enjoy the game that I love and still play.

Professional Background, Experience, Qualifications

• Member of the Financial Planning Association (FPA)
• Certified Financial Planner (CFP)
• Graduate Diploma of Financial Planning (FINSIA)
• Advanced Diploma in Accounting
• Diploma in Financial Services (Finance/Mortgage Brokering Management)
• Authorised Representative of Professional Investment Services Pty Ltd
• Board Member of Adelaide Titans Football Club