Analyst Client Services
Bachelor of Business (Finance & Management)
Advanced Diploma of Financial Planning
Williza is a Paraplanner at BG Private Clients, joining the company in September 2018. She commenced her career in the financial services industry in 2012, as an administrator at a boutique dealer group, continuing on to work and gain experience at a practice level.
Her experience encompasses client services, dealer services and practice management. Williza has a keen interest in strategic advice and retirement projections.
In her spare time, Williza enjoys spending time with her family and her rescue dog Luci. She is also an avid traveller and Beatles fan.