(02) 6172 1444
Bill is a Certified Financial Planner® with over 15 years experience and is a member of the Financial Planning Association. He has a Diploma of Financial Planning, is a Graduate member of the Australian Institute of Company Directors and an ACT Justice of the Peace.
Bill was a Senior Financial Planner, Director and Chairman of Civic Financial Planning, which at the time was Canberra's largest privately owned financial planning business with a specialisation in Public Sector Superannuation. Bill has highly developed advisory skills and a sound technical knowledge that covers most financial planning matters and the wider industry .
Prior to entering the Financial Planning industry Bill served in the Royal Australian Navy for over 21 years and completed his service as a Commissioned Officer.
Bill has the skills, experience and integrity to help clients achieve their financial goals and objectives.
(02) 6172 1444
Would you like a worry free future? At The Financial Advice Shop we aim to reduce the number of things you need to worry about and support you to achieve your future financial goals and objectives.
The Financial Advice Shop is a specialist financial planning and financial advice support business that supports clients in Canberra, the NSW Central Coast and in other Australian capital cities. We are determined to develop long term relationships with our clients, and our goal is to provide better service and lower fees than you currently pay for superannuation investments and advice. We always have our clients’ best interests in mind and we have a strong preference not to accept any commissions or incentive payments, so our recommended investments do not include them. Unlike some other financial advice businesses, our ongoing fees are based on the service package you choose rather than the amount of money you have invested.
Our Head Office is located in Canberra and we provide Financial Planning Advice support to clients from all areas of the Canberra region, the NSW Central Coast and Australian capital cities. From time to time we offer eligible clients a no obligation first consultation where we find out about your circumstances, goals and objectives, and will explain the services we provide and how we can help you.
We know from experience that new clients are often referred to us by existing clients and word of mouth. Therefore we aim to ensure that all our clients are fully satisfied. We work closely with you because we are fully committed to meeting and exceeding your expectations.
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Bill Waller is an Authorised Representative (ASIC No.453076) of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL 240687. Bill provides comprehensive financial planning advice and general advice in relation to credit and credit referrals. All financial planning advice is provided by Bill Waller as an Authorised Representative of Securitor Financial Group Ltd.
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The Financial Advice Shop Pty Ltd ©
PO Box 4636, KINGSTON, ACT, 2604