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.
Initial 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
I have relied on Adrian as my financial adviser for the past 15 years and always found him to be informative, efficient and helpful. I have recommended Adrian to a number of friends and colleagues who have been very appreciative.
Nice chap. Communicates easily. Has been sensitive and empathetic to our unique needs.
I have been dealing with Adrian for 10 years with good results.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 1995
- Years of experience 28
- Bachelor of Accounting
William Buck Wealth Advisors (SA)Level 6, 211 Victoria Square
Adelaide, SA 5000
William Buck Wealth Advisors (SA)