Our promise is to tailor clear investment and other strategic financial recommendations to you, where clients have assurance that no recommendations or element of our income was influenced by the financial product recommended. Black Financial Services is a "fee for service" based Financial Planning practice, actively involved in designing tailored financial planning solutions to maximize our client's wealth.
Black Financial Services provides advice services in the areas of Retirement Planning, Superannuation, Risk Management, Investments, Wealth accumulation and Estate Planning. We follow a structured approach to creating comprehensive Financial Planning solutions to assist our clients achieve their financial goals.
Black Financial Services provides advice services in the areas of Retirement Planning, Superannuation, Risk Management, Investments, Wealth accumulation and Estate Planning. We follow a structured approach to creating comprehensive Financial Planning solutions to assist our clients achieve their financial goals.
Services
William has 10 years of experience as a Financial Planner and a further 3 years in the Financial Services Industry. With a background in teaching at tertiary level, William has an interest and expertise to assist clients with improving their financial future.
William completed his bachelor's degree in Banking and Finance from University of Western Sydney and Masters in Accounting and Finance and a Masters in Financial Planning from Macquarie University.William is a member of the Financial Planning Association of Australia and a Certified Financial Planner (an internationally recognised industry wide benchmark of excellence within the Financial Planning industry).
William completed his bachelor's degree in Banking and Finance from University of Western Sydney and Masters in Accounting and Finance and a Masters in Financial Planning from Macquarie University.William is a member of the Financial Planning Association of Australia and a Certified Financial Planner (an internationally recognised industry wide benchmark of excellence within the Financial Planning industry).
Receiving comprehensive advice ensures that all elements of your financial wellbeing are taken into account. Superannuation strategies; including consolidation, rollovers and help with "lost super" accounts. Collaboration - working with you to formulate a personalised strategy that addresses your specific issues.
Below is a list of frequently asked questions and answers relevant to financial planning and Black Financial Services. You can call Black Financial Services on (02) 9264 8988. Alternatively, you can email us at info@blackfs.com.au or send your enquiry via the contact page. Financial planning is a systematic process of identifying, planning for, and meeting your financial goals.
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David Breitsprecher
Jun 06, 2017
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