A strong personal commitment to providing the best possible advice drives me to create exceptional outcomes for my clients.
As a member of William Buck’s leading Wealth Advisory team, I assist clients with superannuation and retirement planning, investment, wealth creation, personal risk and taxation strategies as well as aged care and estate planning advice.
In doing so, I am able to have a positive real impact on the lives of my clients.
Prior to joining William Buck, I worked in client services and paraplanning with other established wealth management firms.
The skills and experience built over my professional career allows me to navigate often complex issues to identify and create financial and wealth solutions tailored to an individual’s specific goals at various life stages.
I hold an Advanced Diploma in Financial Services (Financial Planning) and I am an accredited Aged Care advisor.
I am authorised to provide advice on all areas covered by the AFSL.
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.
Alessandra gives us confidence when it comes to our investments. She is always available to help us with all our queries. She is very professional and knowledgeable in her field.
Alessandra was great to deal with - very professional but friendly and easy to communicate with. She helped me get a much better deal on life insurance whilst ensuring I had cover in place that best suited my circumstances. She explained everything clearly and made the process of changing my cover over seamless and stress free. I would happily recommend Alessandra to anyone - she was a great help!
Alessandra is a very knowledgeable person that explains your financial status in an honest and respectful manner.
Alessandra was very kind and very clearly interested in assisting me right from the start. She was able to advise me regarding insurance protection, savings and superannuation. Finally, she made sure to give me tailored advice as an American Expat to ensure I established appropriate investment accounts accessible overseas without onerous tax liability.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
William Buck Wealth Advisors (SA)Level 6, 211 Victoria Square
Adelaide, SA 5000
William Buck Wealth Advisors (SA)