Bill Faraj

High Street Wealth

Platinum
18 Yrs Experience
Kogarah, NSW 2217
Over 13 years experience in the financial planning industry, with extensive experience in different areas of Wealth Management. I am committed in helping clients to reach their optimum financial destination. I achieve this by listening to clients and providing them with a comprehensive solution that meets their goals through my tailored fee for service pricing structure and maintaining business relationships at arm’s length. What this means to the client is peace of mind that they obtain the services and products that are the most appropriate for them. I believe that the key to reaching their financial destination is by ensuring every aspect of their finances is reviewed and collectively works toward meeting their goals. My advice ranges from Asset Protection, Business Succession Planning, Wealth Accumulation, Debt Minimisation Strategies, Gearing, Retirement Planning, Taxation Strategies, SMSF, and Estate Planning. My mission is to build close, lifelong relationships with my clients to understand and help them achieve their financial and lifestyle goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 7
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

High Street Wealth

4 Belgrave St
Kogarah, NSW 2217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

High Street Wealth

AFSL 514357

4.85
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.75

"Bill responded to an email from me on Christmas Day. This was grear service"

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

"Bill is an excellent advisor who I have a lot of confidence in. He and his business partner Ken Calderwood are always available for help and assistance."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Bill and his colleague were able to answer all of our questions and put us at ease with the options available for future investment and growth. He is available to respond to questions we may have from time to time and able to explain the world of financial jargon."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill has advised us in areas of centrelink requirements and superannuation funds. Bill explains issues very clearly, and we are very confident in the advice given. When necessary we have always had Bill's full attention to our needs."

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

"'Bill has given me advice in areas including loan products, self managed super funds and managing debt. Bill was able to explain things to me in a clear way. Through Bill's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Bill's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill's advice has been given following an extensive review of my current financial position and following an in-depth discussion of where I would like to be financially in the future. Consequently, his advice was suited to my specific needs and carefully considered."

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

"Bill has given me advice over the past years as I worked towards retirement. All the strategies that he developed for me allowed me to retire earlier than expected and in a very comfortable position. All the strategies that he suggested were also reinforced by Ross Greenwood from channel nine. Bill explains every step clearly and in terms that I can understand. He takes the time to get to know you and understand what your goals and needs are in your life. I am very confident that Bill has my best interests at heart and he is always available whenever I need advice. I have no hesitation in recommending him to friends and family."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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