BBus (FP), CFP®
Will is a Certified Financial Planner® with the Financial Planning Association and a member of the Financial Planning Association of Australia (FPA). He holds a Bachelor of Business with a major in Financial Planning from La Trobe University, Melbourne.
A strong drive to provide ethical, holistic, and goal-based financial planning drew Will to the Super Focus model of truly independent financial advice. Will works diligently to understand client needs, goals, and preferences prior to formulating any recommendation plan.
He believes each client’s individual situation dictates what combination of services and advice is appropriate. Will works closely with clients to help achieve their lifestyle goals through sound financial planning and fostering smart choices.
Will joined Super Focus in 2020 having worked for over six years with a large Melbourne-based financial planning firm in a variety of roles involving working alongside one of the firm’s directors.
Whilst completing his studies Will worked with a small advisory firm in Melbourne and was also awarded a golfing scholarship to Northwood University in Florida, USA where he studied finance and competed for a year. Will received the University’s President Award for outstanding academic achievement whilst at Northwood.
When offered the chance, Will embraced the opportunity to work in Geelong, close to coastal Point Lonsdale where he grew up with Lonsdale Golf Club virtually in his back yard. Golf remains a passion for Will though he would say his financial planning skills now outweigh his golfing ability.