Our Team

WILLIAM YANG
Practice Principal

William has 10 years of experience as a Financial Planner and a further 3 years in the Financial Services Industry. With a background in teaching at tertiary level, William has an interest and expertise to assist clients with improving their financial future.

William completed his bachelor’s degree in Banking and Finance from University of Western Sydney and Masters in Accounting and Finance and a Masters in Financial Planning from Macquarie University. William is a member of the Financial Planning Association of Australia and a Certified Financial Planner (an internationally recognised industry wide benchmark of excellence within the Financial Planning industry).

William specialises in providing expert advice in the areas of:

• Wealth Accumulation
• Tax Planning Strategies
• Retirement Planning
• Estate Planning
• Superannuation
• Self managed Super Funds
• Government Benefits
• Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS)
• Budgeting and Cash flow analysis
• Portfolio Setup, Management and ongoing review
• Securities
• Government Debentures, Stocks or Bonds
• Derivatives
• Standard Margin Lending Facilities

PETR LYUBOMSKIY
Financial and Investment Advisor

• Pre-retirement and retirement advice
• Specialized SMSF investment advice
• Protection advice
• Gender Gap financial planning
• Estate & succession planning
• Specialized portfolio investment advice - Direct Equities, Warrants, Options, Managed Funds, Listed Investment Companies, Exchange Traded Funds, Hedge Funds, Metals