Over the last 34 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through each stage of their lives. I still feel as passionate about helping my clients as I did 34 years ago, but now I have more wisdom and the grey hair to match!
Bill has restructured my financial plan and helped me plan for my goals.
Over the past 30 years Bill looked after my best interests to get me to retirement where I am now. I have peace of mind knowing that SFP are looking after me.
Bill helps me feel safe, because he and SFP are managing my pension and investments.
Bill gives me a face-to-face meeting every year or when I need it. I feel comfortable referring Bill to family or friends.
We found Bill's advice greatly helped us in the areas of approachability, advice and clarity. We also found him to be extremely patient.
- Adviser status Gold
- Number of reviews 153
- First year providing advice 1988
- Years of experience 35
- Advanced Diploma of Financial Services (Financial Planning)
Sydney Financial PlanningSuite 13, 201 New South Head Rd
Edgecliff, NSW 2027
- In person
- Video call
Charter Financial Planning