As an adviser I have a wide range of skills having experience in a stockbroking firm for 6 years, an asset management firm for 5 years and within a private bank for 6 years and within a chartered accounting firm with our own licence for 2.5 years. Whilst I have capability across all aspects of financial advice, my strengths are investment management and superannuation. At William Buck we have our own licence and our own investment committee, which I chair and a history of providing great advice to individuals and families with amounts of money greater than $1m. Recently with the growth of our client base we have set up a Private Office for the unique needs of clients with more than $10M in Assets.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchInitial appointments are free to assess the need and then the fee is priced based on the complexity of the work and value we can offer. Depending on the client the fee can be a retainer or once off advice
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 3
- First year providing advice 1995
- Years of experience 30
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Highest qualification
- Bachelor of Accounting
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Language spoken
- English
William Buck Wealth Advisors (SA)
Level 6, 211 Victoria Square
Adelaide, SA 5000Licensed by
William Buck Wealth Advisors (SA)
AFSL 230637