Bill Stefani Email & Phone Number

Certified Financial Planner, Partner and Director of Operations @ PSK Private Wealth

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Bill Stefani Location

Sydney, NSW, AU

Bill Stefani Work

1994 - now Certified Financial Planner, Partner and Director of Operations @ PSK Private Wealth
1994 - now Director Operations and Financial Planner @ PSK Private Wealth
1986 - 1993 Manager and Consultant (Financial Advice) @ National Mutual (AXA Australia)

1985 - 1986 Customer Service Representative @ Westpac

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Bill Stefani Education

Financial Planning Association of Australia
Certified Financial Planner Qualification (Financial Planning)
2000 - 2000
Deakin University
Diploma of Financial Planning (Financial Planning)
1998 - 1999

Bill Stefani Skills

Team Management
Financial Planning
Financial Advisory

Investment Advisory
Retirement Planning
Income Protection
Strategic Financial Planning
Financial Services
Investments
Finance

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Bill Stefani Summary

Bill Stefani, based in Sydney, NSW, AU, is currently a Certified Financial Planner, Partner and Director of Operations at PSK Financial Services. Bill Stefani brings experience from previous roles at PSK Financial Services, National Mutual (AXA Australia) and Westpac. Bill Stefani holds a 2000 - 2000 Certified Financial Planner Qualification in Financial Planning @ Financial Planning Association of Australia. With a robust skill set that includes Team Management, Financial Planning, Financial Advisory, Investment Advisory, Retirement Planning and more. Bill Stefani has 2 emails and 1 mobile phone numbers on RocketReach.

Bill Stefani Emails

Found 2 emails

Bill Stefani Phone Numbers

Found 4 phone numbers

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Robert Stefani

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Robert Stefani

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Minneapolis, MN, US
2
- gmail.com
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William Stefani

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Top PSK Private Wealth Employees

Des Roll

Director and Owner and Financial Planner at PSK Private Wealth

Sydney, NSW, AU
1
- psk.com.au
1
- +61 2 9324 XXXX
John Zisis

Chief Human Resources Officer at PSK Private Wealth

Sydney, NSW, AU
2
- bigpond.com
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Gareth Davies

Partner | PSK Wealth Management at PSK Private Wealth

Brisbane City, QLD, AU
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- +27 21 426 XXXX
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Nick Fraietta

Financial Planner, Employer Super Specialist, Senior Partner at PSK Private Wealth

Sydney, NSW, AU
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David Searle

Corporate Consultant at PSK Private Wealth

Brisbane City, QLD, AU
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Deen McGoldrick

Partner at PSK Private Wealth

Wollongong, NSW, AU
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Jared Baker

Financial Adviser at PSK Private Wealth

Perth, WA, AU
1
- psk.com.au
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- +1 386-304-XXXX
James Williamson

Partner, Senior Client Advisor at PSK Private Wealth

Sydney, NSW, AU
1
- psk.com.au
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Yashar Maghrebi

Partner and Private Client Adviser at PSK Private Wealth

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