William McGee, CFP®

I have been a financial adviser for over 21 years, firstly with Woodland McGee Financial Services, which was acquired by Meritum Financial Services in 2010, and more recently with Bridgewood Private Wealth in Melbourne. My specialty advice areas are retirement planning, which includes aged care and social security. I work with advisers in our office who cover wealth creation, insurance and other aspects of advice for clients further from retirement.

< Prev Page