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  3. Bill Stefani

OUR PARTNERS & ADVISERS

Bill Stefani

Accreditations

Certified Financial Planner (CFP), Diploma of Financial Planning (DipFP), Member of the Financial Planning Association (FPA)

Key areas of focus

Retirement income streams, superannuation, investments and insurance.

Office location

Sydney CBD

Bill Stefani

Partner  |  Financial Adviser

book a meeting with Bill

Bill has 30 years’ experience in the financial services industry and has successfully fulfilled roles in banking, administration, management, training, corporate consulting and real estate. He has been practicing as a Financial Planner for 20 years, has a diploma in financial planning and is a Certified Financial Planner.

Bill is one of the founding members of the PSK Financial Services Group. He is passionate about helping clients achieve their financial goals; he believes if people have their financial affairs in order, it will help them achieve their personal and family goals.

He enjoys spending time with his family and friends, travelling, playing golf and following his beloved footy team the mighty South Sydney Rabbitohs.

 

Click here to view Bill's latest FSCG

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