Danielle Barron

William Buck (SA) Pty Ltd

Gold
8 Yrs Experience
Adelaide, SA 5000
“Taking the time to form a deep understanding of each client’s situation is essential to tailoring the best financial action plan for them.” I am passionate about helping clients achieve their goals. Whether that be retiring early, wealth protection, or just giving them a full understanding of their financial position.

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Commercial Law)
  • 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

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"Danielle has given my wife and I specialty advice in areas including Financial investing/management, Life insurance, Asset management and Superannuation planning. Danielle was amazing in explaining financial information to us both and answering any questions we had promptly. Through Danielle's knowledge and experience, we feel very confident that the advice given was right for our needs and we cannot recommend her enough."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Business (Commercial Law)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Danielle's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Danielle able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Danielle's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Danielle to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Danielle?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Danielle provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Danielle may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Danielle Barron
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens