Janine Williamson

William Buck (SA) Pty Ltd

Gold
26 Yrs Experience
Adelaide, SA 5000
One of the longest serving employees at William Buck, I have been providing honest, empathetic and direct advice to my clients for more than 15 years.  I get the biggest kick out of helping clients achieve their financial goals, such as watching them pay off their home loan or build up their savings. With a genuinely caring nature, I strive to provide clients the best service I can offer, but don't shy away from providing candid feedback when it's required.  I get excited for my clients when things are going well, but at the same time I can be hard if it is in my clients' best interest. My primary role is advising clients on invesment strategy, implementation and management, and my client base is made up of high net worth individuals, retirees, executors of estates, trustees of superannuation funds and protected estates.  My other areas of expertise include Aged Care advice, deceased estate administration and retirement strategies. I get the most satisfaction out of helping clients of any age and any situation.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 2
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

William Buck (SA) Pty Ltd

Level 6, 211 Victoria Square
Adelaide, SA 5000

Licensed by

William Buck (Sa) Pty Ltd

AFSL 230637

4.90
2 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"Over the years Janine has guided us with sound advice. Her expertise has given us a well grounded share portfolio and superannuation portfolio. She respects our conservative approach and has adapted to suit our lifestyle as we have aged. We also appreciate her guidance in regards to insurance protection. Janine has helped forge peace of mind for our family and created a sound investment platform that we are very satisfied with."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Janine has always offered considered advice which I confident is based on appropriate research. She has always been available when needed and been able to assist or has returned calls when she has the appropriate information. She also takes a personal interest in clients which is very much appreciated"

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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