Summary

Will has over 16 years’ experience in the financial services industry and has extensive knowledge in advising retirees, wealth accumulators and small business owners on how to build financial security and maximise lifestyle opportunities through retirement. He is currently undertaking a Graduate Diploma in Financial Planning with QUT and a Certificate IV in New Small Business Operations. Qualifications: • Diploma of Financial Services (Financial Planning); • Life Risk Specialist; • Margin Lending and Gearing Investments accreditation; • Self-Managed Superannuation Funds accreditation; • Certificate IV in Financial Services (Finance/Mortgage Broking)

Focus Areas

• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

DFP - Diploma of Financial Planning