WELCOME TO THE OFFICIAL WEBSITE OF BILL WALLER CFP® GAICD

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After a 21 year career in the Australian Defence Force and now well into a lengthy second career, Bill Waller has been associated with and involved with the financial advice profession for almost 25 years. Bill Waller has significant experience in founding, owning and operating successful financial advice businesses with great client outcomes associated with sound and trusted strategic financial planning advice.

Over the years Bill Waller has become extremely well known for his practical, sensible and trusted strategic financial advice and financial planning services to clients all over Australia, including both face to face and remotely. Bill Waller also has a very strong track record of maintaining solid financial advice relationships with clients spanning decades.

Bill Waller was absolutely thrilled when he founded The Financial Advice Group in early 2024 in preparation for offering financial advice and financial planning activities in Port Macquarie.

Bill Waller has a special interest in financial advice and navigating the significant complexities of superannuation and retirement planning, and building long term client relationships.

Bill Waller knows from his extensive industry experience that the need for trustworthy and quality financial advice and financial planning services in Australia has never been greater. Bill Waller also knows that he has the skills and experience to cost effectively deliver important strategic financial outcomes for clients and is acutely aware that superannuation plays a very important role in retirement planning and there is no substitute for extensive experience and wisdom in this complicated area.

Bill Waller will deliver tailored and cost effective financial advice and financial planning services via his down to earth and sensible approach to financial advice and financial planning services.  This is sometimes referred to the Bill Waller financial advice advantage.

The latest information on The Financial Advice Group, which was founded by Bill Waller, can be viewed at www.financial-advice.au  

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When Bill Waller gets his planned financial advice services up and running, they will have the following important, tried and proven characteristics:

· Financial advice services will be provided on a fixed fee basis,

· Fees will be based on the complexity of the financial advice required and ongoing services required, and not a percentage of the funds invested,

· The index will be a major theme in any portfolio recommendations made to ensure solutions are cost effective and produce diversification benefits,

· Environmental, Social and Governance (ESG) aspirations can form part of any recommendations where requested, and

· Before any investment recommendations or financial advice are considered, the focus will be on exploring strategy options to assist in achieving goals.