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Erica Williams

Praescius Financial Holdings Pty Ltd

Gold
10 Yrs Experience
Pialba, QLD 4655

In my work, I’m driven by the opportunity to positively impact the lives of my clients, and those of their families, by guiding them through small changes and educated choices that align with their goals.

Making sure my clients comfortably understand the advice I provide and the actions we take is of utmost importance to me.

I feel great pride in the long-term relationships this career allows me to develop with clients and their families, and love watching them succeed.

I’ve been working in the financial planning industry for over a decade. I joined NAB Financial Planning in 2011 as a Client Services Associate and became a Financial Planner two years later. My next step was to become a Financial Planner at BT Wealth before joining the Praescius team in 2019.

Financial planning and economics have always been of interest to me, and I hold a Bachelor of Commerce (Accounting, Finance and Financial Planning). Additionally, I’m a member of the Financial Planning Association of Australia and studying toward a Master of Financial Planning. I look forward to continuing to expand my knowledge and stay on top of developments in the industry.

As a Hervey Bay lifetime local, I love spending time outdoors. In my spare time, you can find me on our picturesque beaches or in our home veggie garden with my husband and two daughters.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Accounting and Finance)
  • Language spoken
    • English

Praescius Financial Holdings Pty Ltd

Level 4, 65 Main Street
Pialba, QLD 4655

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Meeting methods

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

Licensed by

Praescius Financial Holdings Pty Ltd

AFSL 486455