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 @
- 1994 -now Director Operations and Financial Planner @
- 1986 -1993 Manager and Consultant (Financial Advice) @ National Mutual (AXA Australia)
- 1985 -1986 Customer Service Representative @
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
- Risk Management
- Investment Strategies
- Superannuation
- Insurance
- Banking
- Wealth
- Wealth Management
- Retirement
- Tax
- Pensions
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 1 emails on RocketReach.
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