William Henwood
Financial Adviser
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About
William Henwood is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Commerce from Curtin University (1997) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2010), William possesses a strong foundation in financial principles. He further enhanced his expertise with specialized knowledge in Margin Lending and Geared Investments (Kaplan, 2010) and SMSF advice (SMSF Association, 2012), becoming a Tax (Financial) Adviser registered with the Tax Practitioners Board in 2014. William is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, William can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. He provides advice to personal clients, self-managed super funds (SMSFs) and businesses. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice Ready to take control of your financial future? Contact William today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does William Henwood provide?
William Henwood provides a comprehensive range of financial advice, including superannuation, retirement planning, wealth management, insurance, and SMSF advice. He can also advise on investment products like securities and derivatives.
What are William Henwood's qualifications and experience?
William holds a Bachelor of Commerce, an Advanced Diploma of Financial Services (Financial Planning), and specialist qualifications in Margin Lending and Geared Investments, SMSF advice, and tax (financial) advice. He is also a member of the FAAA and the SMSF Association.
How does William Henwood approach financial planning?
William takes a personalized approach to financial planning, tailoring his advice to meet each client's unique circumstances and goals. He focuses on building long-term relationships and providing ongoing support to help clients achieve financial success.
What can I expect during my first meeting with William Henwood?
During your initial consultation, William will take the time to understand your current financial situation, goals, and risk tolerance. He will then develop a customized financial plan designed to help you achieve your objectives. He will explain the process and address any questions you may have.
Does William Henwood specialize in SMSF advice?
Yes, William is an SMSF Specialist Adviser accredited by the SMSF Association and can provide expert advice on all aspects of self-managed super funds, including establishment, compliance, and investment strategies.
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