Financial Adviser
· SYDNEY, NSW
Bill Savellis
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327717
Bill Savellis is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Bill is currently authorised under Finchley & Kent Pty Ltd. Bill holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from University of the Sunshine Coast. Bill is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Financial Services
ThreeSixty
2008
Master of Financial Planning
University of the Sunshine Coast
2011
Margin Lending & Geared Investments
Kaplan
2014
Self Managed Superannuation Funds
Kaplan
2015
Accredited Listed Product Adviser Program
Kaplan
Registration History
Source: ASIC Financial Advisers Register