I am a Certified Financial Planner of O’Brien Accountants & Advisors based in Ivanhoe, in the Eastern suburbs of Melbourne.
My method of advising starts with listening to my clients, understanding their goals, aspirations and what their ideal financial future looks like. This is different for everyone and must be understood before appropriate advice can be provided. I partner with my clients to ensure that strategies are carried out, as and when they fall due, as people move through different stages of their lives. Planning for the future, and having a regular review, ensures that no opportunities are missed and the desired outcomes can be achieved sooner.
Whilst I have high technical strength and understanding of the Australian financial system, I aim to keep my advice simple and easy to understand. My aim is to take the financial stress out of people’s lives so they can spend time doing things that are most important to them.
I create value for my clients via strategic advice and asset allocation, not in product selection. Value can be tangible (reduced taxes, improved cashflow, better capital values) and intangible (peace of mind and security).
My expertise include but are not limited to superannuation, tax, retirement planning, investment strategies for large capital amounts and wealth protection for young families and businesses. As well as financial planning, I have a strong knowledge of accounting systems, business structures and am Xero certified.
Outside of work I play amateur soccer and am a member of Essendon FC. I enjoy reading, following currencies, economics and spending time with my family.
The initial meeting is always no obligation. Should a Statement of Advice be required, the fee will depend on the scope, variety and complexity of the advice. All our fees are fixed fees, we work on a no commission basis.
Bill has been awesome in assisting me collate all my insurance policies and with the administration of my SMSF. Highly recommend.
Bill is very likable and explains things in a way that is easy to understand. We have already recommended him to friends.
Bill has always given me good advice and is able to deliver this advice in a clear and understandable way. He is very professional and always willing to answer questions and provide help.
Bill was very well prepared and very considerate. He is always available to help.
Bill has helped me with so many aspects our finances and his advice has been invaluable. Being a small business owner, Bill's broad knowledge has helped me so much. He has helped with Xero, my tax obligations, my BAS, GST and many other areas. He manages my super extremely well, has implemented insurances to protect our family and provides great cashflow tips. He provides great peace of mind and if you are reading this and need advice, would highly recommend you contact him!
- Adviser status Bronze
- Number of reviews 9
- First year providing advice 2013
- Years of experience 10
- Advanced Diploma of Financial Planning
Bold WealthSuite 3, 35 Cotham Rd
Kew, VIC 3101
- 9:00am – 5:00pm Monday – Friday