My role as a Risk Advisor is to asses clients financial risk should they die, become totally or partially incapacitated or suffer a trauma event. To do this, I analyse a clients situation including, family structure, assets, liabilities and future expenditure. After considering a range of products, I then develop and deliver a strategic risk management plan. In addition to this, I assist clients through the application process, review their policies on a yearly basis and in the event of a claim, I assist the client step by step to ensure a positive outcome.
I have commenced a Bachelor of Commerce at Deakin University. I am passionate about my job and enjoy the interaction with clients from all walks of life.
Amy has given me advice in areas including income protection and life insurance. Amy was always able to explain things to me in a clear way. Through Amy's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Amy's full care and attention when I needed it.
I can highly recommend Amy for personal insurance and salary protection requirements. Amy is very engaging with a most professional approach to her role. She is very thorough, sympathetic and developed a full understanding of my needs.
Amy is professional and courteous. Amy provided information in a timely manner and always went further to ensure I was kept informed as to how our discussions and my requests were being handled. Amy's responses were detailed and accompanied with the offer to assist further. I can highly recommend Amy. Simon
The service provided by Amy was outstanding. She made sure that I received the best product for my situation and liaised with me every step of the process. Any questions I had were answered efficiently and professionally.
Amy was an amazing source of knowledge and support during our time of need. She was very reliable as well as compassionate. We would be or hesitate in recommending her services.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce
William Buck Wealth Advisors (VIC)Level 20, 181 William Street
Melbourne, VIC 3000 Suite 1B, 103 Bolsover Street
Rockhampton, QLD 4700
- 9:00am – 5:00pm Monday – Friday
William Buck Wealth Advisors (VIC)