David Alcorn Cfp Email & Phone Number

Melbourne, Australia

My role includes providing wealth advisory services to both existing HNW clients and prospective clients of the firm as well as managing a team of advisers and support staff.

Melbourne, Australia

As head of Wealth Advisory at William Buck Melbourne, my role was to manage the division as well as a team of five staff and provide tailored financial solutions to our existing and prospective clients.As Responsible Manager for both our AFSL and ACL, I was also responsible for maintaining a high level of compliance, particularly following the introduction of the FOFA regulations.

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

After completing my university degree with a bachelor of business in accounting, I commenced my career with a small suburban accounting firm in Balwyn East. At the age of 26 I was offered to become an equity partner in the business. There were some significant changes that we had to advise our clients on throughout the period of the 1980's and 90's including, the introduction of capital gains tax, fringe benefits tax, dividend imputation and of course the GST. In 1994 I decided we needed to add financial planning as a service offering to our clients as I could see many of our clients selling their business and moving into retirement. This was a way for us to retain the client and maintain our revenue base. In June 2000, along with 47 other accounting and financial practices, we sold our business into the Stockford group, a publicly listed company. After 18 months I could see a number of issues developing within the group and so in June 2002 after 18 years as an accountant, I decided it was time to make the move into a full time financial planning role.

Bachelor Business, Accounting

Education record