Bill Merambeliotis

I have worked in the financial services industry since

1992. Prior to joining RI Advice Group in 1994, I

worked in the Superannuation Department of a

major Australian bank.

I have lectured at Deakin University in

superannuation and retirement planning. These

accreditations, together with my extensive

experience, mean that I am well qualified to help

clients to achieve their financial goals.

Qualifications and memberships

Bachelor of Business degree (Accounting and

Life Insurance)

Member of the Australian Society Of Certified

Practising Accountants

Diploma of Financial Planning

Certified Financial Planner®

I have also done executive study at some of the worlds best universities including

Cambridge University - Cambridge London England

Stanford University - Stanford California USA

Colombia University - New York USA

HEC - Paris

Services offered

Personal Insurance

Superannuation

Budget and cashflow management

Debt management

Investments, including savings plans

Retirement planning

Centrelink/DVA

Estate planning

Ownership and structures (eg discretionary and

family trusts)

Portfolio review

Ongoing advisory services

Referrals to specialists (eg accountants, solicitors)

Self Managed Superannuation

Approved ASX listed investments within the ASX

200

Gearing