Eben Lok

William Buck (SA) Pty Ltd

Platinum
8 Yrs Experience
Adelaide, SA 5000
Experienced Financial Advisor who is passionate about delivering his clients the best financial and personal outcomes. Expertise in providing financial advice throughout ones life, whether it be saving for your first home, accumulating wealth, funding your children’s education, planning for retirement, maximising retirement income or looking to transfer wealth. I am here throughout my clients life journey to understand their needs, identify solutions to build and protect wealth, so you can enjoy life with greater security and peace of mind.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 10
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • 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

4.85
10 Reviews
5
4
3
2
1
4.70
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Eben was professional, knowledgeable and responsive during the process of setting up my first income protection insurance policy.

I had no issues with my dealings with Eben and would trust Eben could meet any client's needs given the opportunity."

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

"Eben was very knowledgeable and has given me sound advice in areas including income protection and superannuation. Through Eben's experience, I feel very confident that the advice given was right for my needs."

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

"Eben has given us advice and confidence in setting up appropriate personal insurances. Eben was always able to explain things in a clear way so both my wife and I could understand. Through Eben's knowledge and experience, we feel very confident that the advice given was right for our needs. Eben is extremely responsive and his communication is first class!"

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

"Eben gave me advice on various types and products of insurance. He explained things clearly and honestly and I'm happy with the service he provided."

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

"Eben helped me get life, TPD, trauma, and income protection insurance. He was very helpful and responsive throughout the process and I had a lot of confidence following his advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Eben assisted me in continuing comprehensive income protection, but with a significant saving. He understood what information would be important in including and was always available for questions."

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

"Eben was helpful, easy to get hold of and able to provide us advice we needed quickly."

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

"Helpful insurance advice that gave us as a couple more coverage for cheaper price. Excellent explanations."

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

"Eben has been extremely helpful and knowledgeable in helping my husband and I review our insurance policies and making sure that our family remain safe and financially stable should anything adverse arise. Eben has given us advice that we feel are best suited to our family's needs and current situation and we both feel very confident with our decision moving forward with our policies. Eben is communicative, friendly and easy to get along with. He has delivered his knowledge thoughtfully and professionally and we are very happy with Eben's care and attention to detail. Thank you, Eben!"

  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Eben was very attentive and careful with all advice given and thorough in his explanations and follow-up at all times"

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

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Ethics and Professionalism in Financial Advice - Bridging Course

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

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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