An English native, Billy came travelling to Australia in 2015 with the desire to put his degree learnings into practice, getting some work experience under his belt before ultimately returning to the UK. Two years later, he’s progressed through the ranks at bdhSterling, from Administration Assistant, to Paraplanner, and now Financial Adviser – and he’s never looked back.
Billy’s role as a financial adviser is twofold; to provide UK pension transfer advice and also to provide local financial planning advice.
Billy’s goal is to provide advice that is solely in the best interest of his clients. He understands that no two clients are the same and takes pride in providing tailored advice by building genuine relationships with those he meets.
This enthusiasm and passion for his work has translated into a sponsorship opportunity through bdhSterling, making Australia a more permanent home. It has also meant that Billy is now able to engage with clients on a more personal level; he knows firsthand what it is like to make the great sea change.
Title: Financial Planner
Qualifications: First Class (BA) Honours in Accounting and Finance. Advanced Diploma in Financial Planning