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

William Tomac, CFP®


Name William TomacCFP®
Company FIDELIS PRIVATE WEALTH Pty Ltd
Address L23, 25 Bligh Street
Sydney, NSW 2000
Phone 0425 371 052
Mobile 0425 371 052
Languages Italian
Website www.lifespanfp.com.au

I have a strong desire to help our clients to achieve their personal and financial success and realise their goals and aspirations. This is achieved by leveraging my 25 plus years of experience and know-how in investment, business, corporate and personal life.

As a financial services professional, integrity is at the core of everything we do. This combined with a strong commitment from us and our clients which reflects our three Core Pillars :

INTEGRITY | COMMITMENT | RESULTS

So therefore, if you are:
• Time poor and working hard to build a comfortable life to get ahead financially, but feel like you are struggling to put all the pieces of the 'financial puzzle' together
• Earning good income but still feeling overwhelmed with financial concerns & complexities and want to make sure that you are making ALL the right decisions for your family’s financial future
• You are a family-orientated person finding it difficult to juggle your finances and the burdens of your financial responsibilities.
Or
• An astute investor looking for additional wealth accumulation strategies
• A pre- retirees wanting to maximise a comfortable retirement and secure your financial future
• A busy SME/professional individual who has complex financial issues and wants to grow, enhance and improve your financial position.
Then I invite you to make contact with me on 0425 371 052 and schedule a quick 15-minute “Situation Snapshot” strategy call.

< Prev Page