Bill Waller

The Financial Advice Shop Pty Ltd

Gold
22 Yrs Experience
Dickson, ACT 2602
www.financialadviceshop.com.au  I am a Fee for Service Certified Financial Planner in a privately own business who wants to work with people who want to be successful. New client positions are currently limited and preference is given to referrals from existing clients. I am confident I can show you how to save money on your superannuation and investments. I am also confident I can give you great ongoing service and honest advice.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
My fees

The fees I charge depend on the advice being sought.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Bachelor of Engineering (Honours)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

The Financial Advice Shop Pty Ltd

Unit 5, 30-36 Woolley Street
Dickson, ACT 2602

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

The Financial Advice Shop Pty Ltd

AFSL 501742

5.00
5 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"I have known Bill for over 20 years and appreciate his integrity and advice."

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

"I've known Bill for over 10 years and trust his advice."

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

"I've known Bill for years. I get great service and trust his advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

Qualifications & Training

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2021

Bachelor of Engineering (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1994

Self Managed Superannuation Funds (SMSF)

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

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1999

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member
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