The Financial Planning Association of Australia The Financial Planning Association of Australia

William Brooker, CFP®


Name William Brooker CFP®
Company Money Wisdom Private Client Services
Address Suite 2 / Level 1
72 Crown Street
Wollongong, NSW 2500
Phone 02 42080100
Languages French,Mandarin
Website www.moneywisdom.com.au

In 1991 I was fortunate to come across three excellent mentors who taught me wealth creation processes that I continue to use to this day. Those processes are now implemented in the systems that I have used to manage my client’s financial affairs over the past 25+ years.

I continue to manage my client’s financial affairs in a very similar fashion as to how I manage my own personal financial affairs.

It gives me great satisfaction to see the positive impact that my business has had on my client’s financial position over an extended period and as a result, their personal lifestyles.

My long term legacy is to educate as many people as possible about the processes that I’ve learnt so that they can live the lifestyles that they desire.

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