Bill has been with the Woodland Group since 1999 and has acted as managing director of Woodland McGee Financial Services Pty Ltd since 2005. He has a Diploma in Business (Banking & Finance) via Box Hill Institute and a Diploma in Financial Planning from Deakin University. Bill is also a Certified Financial Planner having achieved the highest designation in 2005.
Luke is a junior financial planner having been recruited from Zurich in 2006. He is about to complete his Advance Diploma in Financial Planning via Kaplan and has 9 years experience in the financial services industry.
Krysty has been with Woodland McGee for over 4 years now. Her role as client services manager encompasses a wide range of tasks from general administration to courier ferrying urgent documents around town for clients. She is studying for the Advanced Diploma in Financial Planning and is training to be a para-planner assisting Bill and Luke with a growing client base.
