William Jackson

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.