Alessandra Morales

William Buck Wealth Advisors (SA)

Bronze
5 Yrs Experience
Adelaide, SA 5000

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2018
  • Years of experience 5
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Language spoken
    • English

William Buck Wealth Advisors (SA)

Level 6, 211 Victoria Square
Adelaide, SA 5000

Licensed by

William Buck Wealth Advisors (SA)

AFSL 230637