About Me

Having worked in Financial planning for the last 18 years Billy has gained great insights and importance of financial planning and the role it plays in strengthening our role in the community. This valuable experience has been carried forward to now to provide innovative and personalised solutions to clients he has helped.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd