Bill has been in the Financial Planning industry for over 20 years. He holds a Master in Business Administration and is a Certified Financial Planner.

Bill’s vast experience provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity, no matter what their stage of life. Working collaboratively with clients to provide comprehensive advice, Bill uncovers his client’s objectives explaining technical concepts in easy-to-understand terms. Bill enjoys spending time with family and friends, playing cricket, swimming and travelling.