Amy Gill

William Buck Wealth Advisors (VIC) Pty Ltd

Gold
6 Yrs Experience
Melbourne, VIC 3000
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 13
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

William Buck Wealth Advisors (VIC) Pty Ltd

Level 20, 181 William Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

William Buck Wealth Advisors (Vic) Pty Ltd

AFSL 342420

5.00
13 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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."

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

"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."

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

"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"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

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

"Friendly and efficient"

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

"Amy was really easy to deal with, very responsive and kept me updated with the progress of my insurance changes. She was also very helpful when going through application forms, stepping me through them to help simplify the process"

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

"Amy has been very helpful when we needed to organise our income protection and other insurances."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Amy has been excellent"

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

"Amy is very knowledgeable in the insurance field and is always very responsive."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2020

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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