Sole practitioner operating from the heart of Yarraville – Melbourne Inner West. Love working with everyday Aussies, helping them to achieve their unique goals and lifestyle.
Assisting clients to make better choices and fulfilling their financial potential is our philosophy.
On a personal note, I am a mad Western Bulldogs supporter, cycling enthusiast and aspiring fisherman.
Bill has given me advice in areas including budgeting, superannuation, investment portfolio and managing debt. Bill was usually 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 usually received Bill's full care and attention when I needed it.'
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2017
- Years of experience 6
- Master of Financial Planning
Point B Planning Pty LtdLevel 2, 131 Hyde St
Yarraville, VIC 3013
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call