About

Will has been a financial adviser for over eleven years.

He joined Fitzpatricks in 2009 and is based in Newcastle, NSW.

Will is dedicated to building long-term relationships with his high-net-worth clients by providing them with exceptional service and advice. He works closely with his clients to uncover their personal and financial goals, and develop and implement a structured plan that will see them achieve their ideal life.

Will is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA).

He holds a Bachelor of Finance, Advanced Diploma in Financial Services (Financial Planning) and Advanced Diploma in Securities and Derivatives. He also holds a Bachelor of Social Science.

In his personal time Will loves surfing and yacht racing, having competed in 18 Sydney to Hobart Yacht Races and many other races throughout Australia and Europe.

Qualifications & Memberships

  • Financial Advice Association Australia (FAAA)
  • Diploma of Financial Services (Financial Planning) – Mentor Education
  • Bachelor of Social Science (Recreation & Training) – The University of Newcastle
  • Bachelor of Finance – The University of Newcastle
  • Advanced Diploma of Financial Planning – Mentor Education
  • Diploma in Securities and Derivatives – Stockbrokers Association of Australia
  • Self-Managed Superannuation Funds – Kaplan Professional
  • Ethics & Professionalism in Financial Advice – Bridging Course – Ethics