Bill Savellis
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327717
- Location
- Sydney NSW 2000
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 20 August 2024
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Services, ThreeSixty (2004); Master of Financial Planning, University of the Sunshine Coast (2008); Margin Lending & Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2014); Accredited Listed Product Adviser Program, Kaplan (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bill Savellis
On the Financial Advisers Register kept by ASIC, Bill Savellis appears as a current financial adviser in Sydney, New South Wales, adviser number 000327717.
Advice is given under the Australian financial services licence of Finchley & Kent Pty Ltd, licence number 555169. The current authorisation started on 20 August 2024.
The register records 2002 as the year Bill first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (ThreeSixty, 2004), Master of Financial Planning (University of the Sunshine Coast, 2008) and Margin Lending & Geared Investments (Kaplan, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Bill is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bill Savellis a registered financial adviser?
Yes. Bill Savellis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327717.
Which licensee does Bill Savellis work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Bill Savellis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.