Fiona Willard profile photo

Fiona Willard

FMB Financial Planners

Gold
17 Yrs Experience
Subiaco, WA 6008

I started in the financial services industry back in 1994. I ran a practise in the UK for over 10 years and moved back to Perth in 2007 and continued working in the industry.

Why me I hear you ask? I could spend hours telling you about my life and my qualifications but that is not the reason. The reason is simply because I care. I do the job I do because I love

  • helping people.
  • thinking of new and interesting ways that I can make their lives better.
  • helping to make the complicated simple and giving my clients clarity and control of their lives.
  • being the listening ear to clients that have recently seperated.
  • helping clients get financially fit and healthy.
  • knowing I have in place the right amount of cover at claim time so that clients can focus on getting better rather than focusing on paying bills.
  • that I make them think about their future.
  • helping them with their own vision.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

FMB Financial Planners

Suite 3, Level 1, 317 Churchill Ave
Subiaco, WA 6008

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252