2 Reviews

William Bicopoulos

Templestone Financial Services Pty Ltd

Bronze

22 Yrs Experience

Sandringham, NSW 2219

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We offer you the following services:

As an Authorised Representative, financial planning advice including:

Financial Planning
Investment Advice
Superannuation Advice
Rollover Advice
Regular Savings Plans
Retirement and Estate Planning
Portfolio Review
DSS (Social Security) Advice
Family Succession Planning

We provide advice on unit trusts, superannuation trusts, immediate annuities, allocated pensions, complying pensions, and other fixed interest investments, and life insurance products.

As a Life Insurance Adviser, advice on life products including:

Superannuation Advice
Rollover Advice
Insurance Bonds

Superannuation
Insurance Protection
Retirement & Pension
Aged Care
Complex Investments
Growing Assets
Wills & Estates

5.00 January 2022

Brilliant

5.00 September 2016

Bill advised me to take out Trauma cover and income cover while i was self-employed - I didn't think or hope that i would ever need it - but i did and to this day I have recieved over $750,000 in benefits and continue to do so although back at work 3 to 4 days a week and i still get paid income cover till i return full time. My life would have been completely ruined and destitute if it wasnt for his advice.