Amy Gill

William Buck Wealth Advisors (VIC)

Gold
8 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 4.98
  • Number of reviews 13
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

William Buck Wealth Advisors (VIC)

Level 20, 181 William Street
Melbourne, VIC 3000
Suite 1B, 103 Bolsover Street
Rockhampton, QLD 4700

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

William Buck Wealth Advisors (VIC)

AFSL 342420