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“We have been working with Billy, Mish and the 360 Financial Team for a few years. They have provided sound advice and ideas that I would not have considered. Their teams service, follow-up and support with the volumes of admin with financial services has always been exceptional. They have made my life a lot easier.”
“I was recommended by a friend, and for good reason. Billy from the get go was amazing from relevent advice specific to my scenario. Outlining and showing tables and charts to show progression in what advice is being suggested. Also the willingness to have meetings after normal working hours including timezone differences just made the whole process smooth. Has great assistance too within Michelle. Can’t speak highly enough of the team.”
“We recently purchased a commercial property, and while there were a few challenges along the way, Mish and Billy were a fantastic team, working seamlessly together as my mortgage broker and financial planner. Their expertise, patience, and proactive communication made a complex process much easier, and they helped me achieve the outcome I was aiming for. I can’t recommend Mish and Billy highly enough for anyone looking for dedicated, professional support in property finance and planning.”
As Managing Director and Co-Founder of 360 Financial Strategists, Billy plays an active role in shaping a team-driven business that unites financial planning, lending, and business strategy under one roof. With a background in banking and finance and a Master’s in Financial Planning, he brings a steady focus on clarity, education, and long-term impact — both for clients and the 360 team.
A Certified Financial Planner® (CFP), the profession’s highest designation, Billy is deeply committed to ongoing learning and continuous improvement. He believes great advice comes from collaboration — combining expertise, curiosity, and care to deliver strategies that create real confidence and freedom for clients.
Disclosure: 360 Financial Strategists Pty Lts as Trustee for 360 Financial Strategists Unit Trust (ABN 25 368 790 902) is a Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. General Advice warning: This site contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.