Bill is a Partner and Investment Adviser at LGT Wealth Management with more than 20 years’ experience in wealth management and investment markets. He works closely with high-net-worth individuals and their families to deliver tailored, comprehensive financial advice encompassing tax-effective structuring, strategic asset allocation, portfolio construction, and intergenerational wealth planning. His advice is guided by each client’s unique goals and circumstances, with a clear focus on preserving and growing wealth across generations.
Known for the strong relationships he builds, Bill believes the foundation of great advice starts with genuine connection. His thoughtful and strategic approach has earned the trust of many clients and their families over the years.
Prior to joining LGT Wealth Management, Bill was a Private Wealth Manager at Commonwealth Private Bank, where he advised a diverse group of high-net-worth clients with complex tax structures, including business owners, senior executives, and not-for-profit organisations.
Bill holds a Bachelor of Economics, a Graduate Diploma in Financial Planning and Applied Finance, and an Advanced Diploma of Financial Services (Financial Planning). He is also a Certified Financial Planner, a Tax (Financial) Adviser and is registered on the ASIC Financial Advisers Register.
