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About Me

My responsibility as a Financial Advisor involves working closely with clients to produce high quality tailored advice.</p>My areas of expertise include:</p>-@mdash; Wealth creation and accumulation strategies<br/>-@mdash; Superannuation and retirement planning<br/>-@mdash; Intergenerational wealth management<br/>-@mdash; Bespoke portfolio construction and management</p>My industry specialisations include: </p>-@mdash; High net worth individuals and family groups<br/>-@mdash; Not for profit and corporate investment solutions<br/>-@mdash; Self funded retirees</p></p>

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By William Buck Wealth Advisors (sa) Pty Ltd