Bill Jackson

Certified Financial Planner

Bill Jackson

“A deep understanding of a client's long term life goals is essential in being able to provide a secure and successful financial plan. The process starts with listening."

Bill has extensive experience in superannuation, wealth protection and investment advice. A key member of O'Brien's Financial Planning team, Bill has developed strong relationships with his client base. Bill's clients trust his advice and seek the benefit of his knowledge knowing he understands their goals and desired outcomes.

Bill's focus is on assisting clients to build and protect their capital by offering strategic planning advice tailored to individual client situations. His areas of expertise include superannuation, retirement planning, investments, gearing, and estate planning and wealth protection.

Bill is highly qualified in his profession and outside the office Bill has a strong interest in sport. In particular he closely follows the AFL and, having originated from the UK, he is a soccer fan and plays competitive soccer.

Contact Bill
Phone: 03 8850 3333
Email: bill@obbc.com.au
LinkedIn
Adviser Ratings


Expertise


Qualifications

  • Bachelor of Science
  • Advanced Diploma in Financial Planning
  • Certified Financial Planner

A few more team members

Daniel Vogelpoel

Daniel Vogelpoel

Principal

Daniel Vogelpoel
Albi Care

Albi Care

Client Services Officer

Albi Care
Maddy Dunning

Maddy Dunning

Administration Assistant

Maddy Dunning
William Sullivan

William Sullivan

Senior Accountant

William Sullivan
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330