- Oak Financial
- Financial Planner
- Hubs: Eltham
Bill is a Financial Advisor with over 10 years experience, for Oak Financial in Kew.
He helps his clients by understanding their unique goals, and developing strategies to help achieve these.
Whilst having a keen interest in small businesses, he also assist pre-retirees optimise their superannuation, younger families with their insurance needs, and first home buyers to build a house deposit.
Bill also has a strong knowledge of tax accounting and business tructures, having previously worked for a mid tier accounting firm in Melbourne providing financial advice.
Outside of work, Bill’s interests involves spending time with his young family, enjoying good food, wine and playing sport.
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