About
With a background in Financial Planning, Bill has over 28 years of experience in the financial services industry and has run his own business since July 2008. As a business owner himself, Bill made a strategic decision to start utilising Valenta for offshore administration and paraplanning to reduce costs, increase profits, and improve efficiencies.
Bill is a firm believer in process efficiencies and outsourcing, having realised the benefits within his own business. As a Valenta Managing Partner, he offers unparalleled real-world experience to his clients that enables them to improve processes, reduce overheads and realise the benefits that outsourcing can provide.
