Managing Director, Principal Financial Planner & Founder
Founder of HFI, William is a pioneer in the areas of disability and illness personal finance. Uniquely, William combined extremely rare insight being dually qualified. He is a disability expert and has been recognised as an emerging leader by the Australian Government; and a highly skilled and qualified Certified Financial Planning and has been awarded Australia’s highest achievements by the Financial Planning Association of Australia.
Using his skills he has helped hundreds of Australians move forward with certainty in highly stressful situations. In order to deliver such outcomes, the person’s situation is examined thoroughly including how our services could be delivered in an accessible way.
Areas of specialisation:
- Transition planning
- Medical retirement planning
- Taxation ( Insurance claims, Special Disability Trust)
- Public and Community Housing Eligibility
- Insurance claims
- Centrelink related matters including disability pensions
- Superannuation related incapacity matters
- Special Disability Trusts
- Private client support including estate administration and project management of complex affairs
- Planning for future needs including trustee support
- Executive coaching and support
William has particular interest in neurological and movement disorders, autoimmune diseases, and illnesses or disabilities that result in congnitive challenges. He is a lead adviser and has featured for MS Australia, Parkinson’s Victoria, Autism Advisory and many more.
As a carer for someone he loves and adores that lives with MS, he understands how a strong family fabric means no one is forgotten in the planning process.
William is the adviser of choice for people with disabilities, their families. However he will not make you feel different.
- Master in Disability Studies (Flinders Uni. School of Medicine)
- Bachelor in Business (Applied Finance & Financial Planning)
- Certified Financial Planner (Deaken University & FPA)
- Self-Managed Superannuation Fund Specialist (Kaplan)
- Certificate IV in Credit & Lending
- Financial Planning Association’s Future2 Community Award Winner (NSW) 2014
- Emerging Leader (Finalist) National Disability Award 2014 (Federal)
- NSW Parliament Commendation in recognition for service to the Autism (ASD) Community 2014
- Financial Planning Association’s Best Practice Award Winner 2012 (NSW) – Certified Financial Planner Category & Nationally Highly Commended in this category
- Money Management Magazine Financial Planner of the Year (runner up) 2012
- Association of Financial Advisers Excellence in Education Award Nationally Highly Commended 2012
- Money Management Magazine Financial Planner of the Year (finalist) 2011
I partner with business owners and professional service firms to ensure the right strategic operation of the business from start-up to growth and exit/succession phases. The result is a clear future for the business owner and also the individual.
It is my goal to educate new clients to make better and well-informed pathways to achieve the lifestyle they never thought possible.
I meet new people all the time, I’m always interested in a good story; it tells me a lot about a person, what drives them. I encourage you to contact me.
- Bachelor of Commerce (Accounting)
- ADip of Finance
- ADip (FinPlanning)
Implementation, Legal and Compliance Manager
Roz has a human rights and advocacy background and her experience includes hands on support for people in nursing homes in Sweden. She is detail conscious and organised, just the type of person you want in this role. She has worked for SwedBank as a Credit Manager and since her arrival in Australia, she has worked for five years in the capacity of Legal Assistant to the General Council of publically listed financial organisations, where she developed a deep understanding of financial systems and the legal framework of financial planning.
- Master of International Law (Financial Markets)
- Bachelor of Law/ International Law (Human Rights)
- Foundations of Financial Planning (RG146, Kaplan)
ProAssist, Marketing and Administration
Mariyana is probably the first person you will speak to when you contact us. She will guide you through our advice process and ensure you are comfortable every step of the way.
With over 16 years working for major global corporates, Mariyana brings to the team multi-disciplinary expertise in customer service, marketing, human resources and IT. She has lived and worked with MS for the last 20 years giving her empathy and lived experience.
- GCCM, Change Management (Australian Graduate School of Management)
- Accreditations from the Executive Coaching Institute of Australia
- MBTI Certified practitioner
Social Security, Complex Claims & Advocacy
Dani is in charge of complex claims such as Centrelink. She holds a Bachelor of International Law and Political Science and Juris Doctor Degrees. She has completed a Diploma of Languages majoring in Slavic languages and literature.
She will be will be undertaking practical legal training and wishes to become the next Amal Clooney. She has a strong focus on Human Rights. She has volunteered for Amnesty International. She is passionate about working with people with Disabilities and making a difference. She makes sure that her clients always come first and that they are being attended to. Dani is a good listener, and strives to help where she can. Dani really hates systems that make her clients feel small and helpless. She advocates and fights hard.
She loves working with her fellow colleagues at HFI because the team shares the same ideas and goals as her which complements the company’s visions, missions and values.
- B. Arts (Political Sciences & International Laws)
Social Security, Complex Claims & Advocacy
Liz is in charge of Total and Permanent Disability Claims and Superannuation claims. She has a Master degree in Actuarial Studies and undertaking a Masters in Accounting.
Liz has worked for various insurance providers as a claims manager and knows how they think. She is the smiling assassin who always gets what is needed for her clients.
- M. Business (Financial Management) B.Sc (Actuarial Science)