I am the sole proprietor of RI Bankstown and Miranda and hold a Bachelor of Business Degree, a Diploma of Financial Planning and I have met my FASEA accreditation requirements. I have over 25 years experience in the financial services industry after having worked in various large financial institutions in Australia and those based overseas.
I am an active member of the Financial Planning Association of Australia (FPA) and have been awarded the exam standard certification as set by the Financial Adviser Standards and Ethics Authority (FASEA).
I am passionate about getting to know my clients and continuing this relationship to ensure your financial needs and goals align with changing requirements as you transition through life and your own personal financial journey.
I have the expertise, the experience and the resources to help you grow, protect and enjoy your wealth.
I pride myself on having a strong history of long-term adviser/client relationships and ensure my clients feel empowered to call on me at any time for updated financial advice.
He is a very well spoken man.
I could understand everything clearly and precise. His knowledge of the services he has given me are very clear and in depth.
He is a well educated man and his field of expertise is outstanding.
He is also a very likeable and great guy.
William took the time to explain complex financial jargon into lay terms to help us better understand and manage our existing funds and assets. William was able to consolidate our financial portfolio within great timelines and kept us in the loop as items were completed as discussed. We are happy clients and would recommend getting in touch with Breakthrough Wealth Solutions for your ongoing financial needs.
I really appreciated the great care that William have shown on advising me on my super and insurance protection. Looking forward to his continue professional advice.
William has not only provided excellent service but has always been there to answer all questions. He has provided guidance and has allowed myself to have confidence when it comes to managing finances.
William has always demonstrated our best interests at hand through clear advise and strategy. William assisted us in setting up our SMSF and provided solid support to ensure we had the right insurance in a complex web of options in the marketplace. Always available when seeking clarity and always delivered communication professionally. Would strongly recommend him as an adviser.
- Adviser status Platinum
- Number of reviews 32
- First year providing advice 2010
- Years of experience 12
- Bachelor of Business
Breakthrough Wealth SolutionsSuite 4 Level 1, 15 Bankstown City Plaza
Bankstown, NSW 2200
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call