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William Fernance
Financial Adviser - Canberra
William Fernance is a Financial Adviser in Canberra.
William's passion lies in providing comprehensive financial guidance that addresses his client's current needs while strategically planning for their future prosperity.
By developing personalised financial plans and offering ongoing support, William strives to help his clients navigate the complexities of financial management with confidence and ease. Whether it's optimising investments, planning for retirement, or managing tax obligations, William is dedicated to ensuring his clients achieve their financial goals and secure their financial well-being.
William takes great pleasure in demystifying complex financial challenges related to superannuation and investments. His goal is to help clients gain a clear understanding of their financial situation and provide tailored solutions that align with their objectives.
With a focus on simplifying intricate financial concepts, William ensures that his clients are well-informed and confident in their decisions. Whether it's navigating the intricacies of superannuation rules or optimising investment strategies, he is dedicated to offering clear, actionable advice that empowers clients to achieve their financial goals.
William believes that financial planning should not be intimidating or overwhelming. By breaking down complex concepts into easy-to-understand language, he empowers his clients to take control of their financial futures. With a strong emphasis on education and communication, William ensures that his clients feel informed and supported every step of the way.
Whether it's creating a retirement plan, setting up a tax-efficient investment portfolio, or simply understanding the ins and outs of superannuation, William is committed to providing personalised guidance that meets the unique needs of each client. By fostering a collaborative and transparent relationship, William builds trust and confidence with his clients, helping them navigate the ever-changing landscape of personal finance with ease.
"I value my ability to assist clients in a variety of financial situations by simplifying common financial challenges and obstacles."
The most rewarding part of William's job is witnessing the positive impact his work has on clients' lives. Whether it's through helping them increase their wealth or providing the peace of mind that comes from understanding their financial situation, William finds immense satisfaction in knowing he has made a difference. He is dedicated to delivering solutions that not only enhance financial well-being but also bring clarity and confidence to his clients' financial decisions.
William joined RSM in 2021 as a graduate after earning his Bachelor's degree in Finance from the Australian National University (ANU). While completing his studies, he gained valuable work experience in the retail sector, where he developed a strong work ethic and honed his skills in time management and customer service. Since joining RSM, William has leveraged his academic background and practical experience to provide exceptional financial guidance and support to his clients.
William loves getting up early and knocking out as much work as possible in the morning. He finds that starting the day with a burst of productivity helps him stay focused and get things done efficiently, making sure his clients get the best service right from the start.
Outside of work, William is a big sports fan, especially when it comes to soccer, cricket, and rugby league. He loves keeping up with the latest games and scores. When winter rolls around, you’ll find him hitting the slopes for some skiing fun.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions William Fernance provides
William provides expert knowledge in the following areas:
Significant projects
- William successfully assisted a recently retired couple in maximising their tax savings following the sale of an investment property. By leveraging the catch-up contribution rule, William helped the couple make significant contributions to their superannuation fund, ensuring they capitalised on available tax benefits.
Qualifications
- Graduate Diploma of Financial Planning, Kaplan Professional
- Bachelor of Finance, Australian National University
