About Will

Will is a Private Wealth Adviser in the Perth office for Shadforth.

Education and experience

Will holds a Bachelor of Commerce (Financial Planning) from Curtin University and also holds the internationally recognised CERTIFIED FINANCIAL PLANNER®  practitioner designation, the highest qualification for financial advisers in the profession. He is a member of the Financial Planning Association of Australia (FPA) and has also completed the SMSF Association’s SMSF Specialist Adviser designation.

Will has been involved in the provision of personal financial advice since 2012. Over this time, he has built specialised knowledge in superannuation, life insurance, cash flow management, wealth accumulation, tax and entity planning, portfolio construction, retirement planning and estate planning.

Never one to shy away from complexity or detail, Will is always looking to further develop his skills and knowledge and enjoys helping his clients achieve their personal financial goals.

Outside of work

Away from work, Will enjoys spending time with his family and friends, playing volleyball, and working on his barbequing skills.