Bill Savellis

Infocus Securities Australia Pty Ltd

Platinum
20 Yrs Experience
Sydney, NSW 2000
Bill Savellis has been working as a financial planner since 2002, and his association as a self-employed business owner and Authorised Representative of Infocus Money Management originated in 2008. With a background in the banking and finance industry, Bill has worked with some of the biggest and most established financial institutions in Australia, including Merrill Lynch, UBS, Macquarie Bank and NAB. Bill's commitment to quality financial advice goes beyond dollars and cents. His structured and disciplined approach to developing a personal financial plan will simplify your life, give you peace of mind and set a clear path to reach your full potential. As an advocate of the financial planning industry, Bill's personal objective is to see all those seeking financial advice have the ability to live their ideal lifestyle without financial concern.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 38
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Infocus Securities Australia Pty Ltd

3 Spring St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.85
38 Reviews
5
4
3
2
1
4.80
Clear communication
4.95
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 38

Sort by

5.00

"Bill has been our advisor for many years and he has looked after our needs rather his own (i.e. commission focused). Bill is knowledgeable and provides best advice that is in the interest of his clients. Bill is friendly and we always have a laugh with him even when we are talking about a very dry and boring subject like insurance. :-)"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bills manner is calm and confident. I felt very happy with all his recommendations and explanations."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill has saved me from trying to manage a difficult task .thank you Bill much appreciated! Elizabeth B.h"

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Bill now for over two years. Whilst Bill was initially my financial advisor, over time we have developed a friendship and I would not trust my financial affairs with anyone else."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Bill for over 20 years and he has provided me with sound financial advice through out many career changes and changes of life circumstances. Bill is one of the rare people out there that has genuine integrity and treats his client as members of his team, rather than customers"

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having never considered my super before, Bill patiently and clearly explained different concepts and options that were easy to understand and tailored to me. He is very professional, knowledgeable and personable. Thanks Bill!"

  • Superannuation
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After having issues with a previous adviser I went on the search for someone new. On meeting Bill I was straight away put at ease, Bill is approachable, professional and thorough. He explained everything in detail and made it clear that my best interests were top priority. Thanks to Bill I now have a clear and concise outlook on my financial future. I am in a great position and couldn't have asked for more. Thanks Bill!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill is our financial advisor. We always find him professional, reliable and competent in our dealings with him. His support in organising our financial matters has been invaluable . We highly recommend Bill."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Bill explanation of the proposed plan and it's benefit to me was easy to understand."

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill listened carefully to my situation and priorities. His advice was clear, tailored to my circumstances and well- thought out."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 38

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2008

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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