Bill has been working as a Financial Advisor since 2002 and is passionate that all those seeking financial advice should have the ability to live their ideal lifestyle without financial concern.
As a specialist in Retirement and Aged Care Financial Advice, his structured and disciplined approach to providing advice is designed to simplify his client’s life, give them peace of mind, and set a clear path to reach their full potential at these life milestones.
With a background in the banking and finance industry, Bill has worked with some of the biggest and most established financial institutions in Australia, including Merrill Lynch, UBS, Macquarie Bank, and NAB.
Contact Bill to find out how he can help you and your loved one transition to Aged Care.
Bill has been our advisor for many years and he has looked after our needs rather his own (i.e. commission focused). Bill is knowledgeable and provides best advice that is in the interest of his clients. Bill is friendly and we always have a laugh with him even when we are talking about a very dry and boring subject like insurance. :-)
Bills manner is calm and confident. I felt very happy with all his recommendations and explanations.
Bill has saved me from trying to manage a difficult task .thank you Bill much appreciated! Elizabeth B.h
I have known Bill now for over two years. Whilst Bill was initially my financial advisor, over time we have developed a friendship and I would not trust my financial affairs with anyone else.
I have been with Bill for over 20 years and he has provided me with sound financial advice through out many career changes and changes of life circumstances. Bill is one of the rare people out there that has genuine integrity and treats his client as members of his team, rather than customers
- Adviser status Platinum
- Number of reviews 38
- First year providing advice 2002
- Years of experience 22
- Master of Financial Planning
Olive Grove Financial Advice3 Spring St
Sydney, NSW 2000
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Havana Financial Services Pty Ltd