MenuWilliam McGee CFP®
About Me
I have been a financial adviser for over 21 years, firstly with Woodland McGee Financial Services, which was acquired by Meritum Financial Services in 2010, and more recently with Bridgewood Private Wealth in Melbourne. My specialty advice areas are retirement planning, which includes aged care and social security. I work with advisers in our office who cover wealth creation, insurance and other aspects of advice for clients further from retirement.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 22 Years -
Licensed By Bridgewood Private Wealth Pty Ltd
