William Ha

Breakthrough Wealth Solutions

Platinum
12 Yrs Experience
Bankstown, NSW 2200

I am the sole proprietor of RI Bankstown and Miranda and hold a Bachelor of Business Degree, a Diploma of Financial Planning and I have met my FASEA accreditation requirements. I have over 25 years experience in the financial services industry after having worked in various large financial institutions in Australia and those based overseas.

I am an active member of the Financial Planning Association of Australia (FPA) and have been awarded the exam standard certification as set by the Financial Adviser Standards and Ethics Authority (FASEA).

I am passionate about getting to know my clients and continuing this relationship to ensure your financial needs and goals align with changing requirements as you transition through life and your own personal financial journey.

I have the expertise, the experience and the resources to help you grow, protect and enjoy your wealth.

I pride myself on having a strong history of long-term adviser/client relationships and ensure my clients feel empowered to call onĀ me at any time for updated financial advice.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 32
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business
  • Languages spoken
    • English
    • Vietnamese

Breakthrough Wealth Solutions

Suite 4 Level 1, 15 Bankstown City Plaza
Bankstown, NSW 2200

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429