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

William Waller, CFP®


Name William Waller, CFP®
Company The Financial Advice Shop
Address 5/30-36 Woolley Street
Dickson, ACT 2604
Phone 02 6172 1444
Email [email protected]
Website www.financialadviceshop.com.au

I am a Certified Financial Planner who is passionate about pushing down the costs of investing and receiving financial advice.

I have almost 18 years experience providing financial advice in the Canberra area and I really enjoy working with people who want to be successful.

One thing which differentiates me from many Financial Advisers is I do not recommend any investments that generate commissions or other forms of conflicted remuneration, and I operate on a strict Fee for Service arrangement. Another is a strong belief in using a substantial portion of low cost Index funds in portfolios to keep investment costs below Industry funds but with equivalent performance.

The Financial Advice Shop is an Independent privately owned financial advice business. To find out if I can help you, send an email to [email protected]

If you are referred by a long standing existing client you will receive a discount on the initial appointment fee.

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