Billy is a crucial element to Journeynest with his extensive experience in superannuation and banking. Lifespan Financial Planning Pty Ltd AFSL 229892.
Billy was originally from Indonesia and migrated to Papua New Guinea with his parents, brother and sister at the age of 5 where he spent his early childhood and adolescent years.
He migrated to Australia at the age of 16 and learnt from an early age that in becoming independent and self-sufficient, it was important for him to map out the right plan and budget.
Billy completed his secondary schooling in 2001 and then commenced a Bachelor of Science at The University of Melbourne. He completed his Master of Financial Planning at Kaplan in 2012.
Billy is happily married to Fransiska and has two young children, Elise and Oliver. He is actively involved in the church, community, and school activities.
He worked in various locations at Commonwealth Bank including branches in the South Eastern suburbs inner city in the Boroondara region.
Whilst in this role, Billy received world class training and gained valuable experience advising hundreds of clients and providing solutions to a wide variety of financial planning cases.
Billy worked in financial planning with Commonwealth Bank for 13 years where he was an Award-winning Financial Planner with an incredible work ethic and commitment to his clients.
Billy is a crucial element to Journeynest with his extensive experience in superannuation and banking. He has a Bachelor of Applied Science (Health Sciences), Master of Commerce with Finance and Financial Planning as majors.
Billy specialises in wealth creation, retirement planning including superannuation and self-managed super fund (SMSF), and business and personal risk insurances He is a well-rounded individual with skills to complement Billy.
Outside of work Billy enjoys cycling around Melbourne, playing golf, tennis and spending an active quality family time with Fransiska, Elise and Oliver. Home life is can be chaotic but there is a sense of order. During our quiet time and when not transporting children to activities and school events, we love sitting down to a board game of which we have an extensive collection of.
Billy is passionate about making a positive impact to his clients and believes that by helping them with their financial plan will them to be closer to reaching their financial goals and dreams.