William Tomac CFP®

About Me

I have a strong desire to help our clients to achieve their personal and financial success and realise their goals and aspirations. This is achieved by leveraging my 25 plus years of experience and know-how in investment, business, corporate and personal life. As a financial services professional, integrity is at the core of everything we do. This combined with a strong commitment from us and our clients which reflects our three Core Pillars :INTEGRITY | COMMITMENT | RESULTSSo therefore, if you are:•

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®