Bill Savellis
Financial Adviser
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About
Bill Savellis is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping Australians achieve their financial goals. With a strong foundation built on an Advanced Diploma of Financial Services from ThreeSixty (2004) and a Master of Financial Planning from the University of the Sunshine Coast (2008), Bill possesses the knowledge and experience to provide comprehensive financial advice. Further enhancing his expertise, Bill has completed specialized training in Margin Lending & Geared Investments (Kaplan, 2011), Self Managed Superannuation Funds (Kaplan, 2014), and the Accredited Listed Product Adviser Program (Kaplan, 2015). He is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards. Bill is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He provides tailored strategies designed to meet your unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Bill Savellis today to schedule a consultation and discover how he can help you achieve your financial dreams.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Bill Savellis offer?
Bill Savellis provides advice on a comprehensive range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He tailors his advice to suit your specific needs and goals.
What are Bill Savellis's qualifications and experience?
Bill holds an Advanced Diploma of Financial Services, a Master of Financial Planning, and has completed specialized training in margin lending, SMSFs, and listed products. He is also a member of the FAAA and has been working as a financial advisor since 2004.
What is the process for working with Bill Savellis?
The process typically begins with an initial consultation to understand your financial situation and goals. Bill will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing reviews and adjustments as needed.
How can financial advice from Bill Savellis help me?
Financial advice can help you achieve your financial goals, such as saving for retirement, managing your investments, protecting your family with insurance, and planning for your future. Bill can provide you with the knowledge and guidance you need to make informed decisions and achieve financial security.
What should I expect during my first meeting with Bill Savellis?
During your first meeting, Bill will ask you about your current financial situation, your financial goals, and your risk tolerance. He will explain his services and fees, and answer any questions you may have. This is an opportunity for you to get to know Bill and determine if he is the right financial advisor for you.
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