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

William Jackson, CFP®

Name William Jackson, CFP®
Company O'Brien Accountants And Advisors
Address Suite 2
50 Upper Heidelberg Road
Ivanhoe, VIC 3079
Phone 03 8850 3333
Mobile 0420479568
Email [email protected]

I am a Certified Financial Planner of O’Brien Accountants & Advisors based in Ivanhoe, in the Eastern suburbs of Melbourne.

My method of advising starts with listening to my clients, understanding their goals, aspirations and what their ideal financial future looks like. This is different for everyone and must be understood before appropriate advice can be provided. I partner with my clients to ensure that strategies are carried out, as and when they fall due, as people move through different stages of their lives. Planning for the future, and having a regular review, ensures that no opportunities are missed and the desired outcomes can be achieved sooner.

Whilst I have high technical strength and understanding of the Australian financial system, I aim to keep my advice simple and easy to understand.. My aim is to take the financial stress out of people’s lives so they can spend time doing things that are most important to them.

I create value for my clients via strategic advice and asset allocation, not in product selection. Value can be tangible (reduced taxes, improved cashflow, better capital values) and intangible (peace of mind and security).

My expertise include but are not limited to superannuation, tax, retirement planning, investment strategies for large capital amounts and wealth protection for young families and businesses. I maintain high hours of PD to ensure that I stay across all legislative changes, to ensure that my clients are well informed and continue to have appropriate strategies in place. As well as financial planning, I have a strong knowledge of accounting systems, business structures and am Xero certified.

Above all, I am very passionate about my clients and strive to achieve the best outcomes for them.

If you are looking for an advisor, then I am currently taking on new clients and welcome the opportunity to meet with you. My initial financial planning meetings are complimentary and there is no obligation to commit. Please contact me to arrange a consultation.

Outside of work I play Amateur Soccer for West Brunswick Wanderers and am a member of Essendon FC. I enjoy reading, following currencies, economics and spending time with my wife and young family.

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