Partner, Wealth Advisory role includes working as a wealth advisor and helping drive William Buck’s continued growth in providing financial project management and advice for individuals and families with complex financial needs, in addition to serving as Responsible Manager for both the AFSL and ACL.William Buck has provided accounting and advisory services for over 125 years and aims to be a leading advisor to the middle market (private companies, family businesses and individuals) through a complete suite of quality professional services. Within that suite, the Wealth Advisory team manages over $4 billion of investments on behalf of their clients while working with them to manage their financial affairs to achieve their lifestyle goals with greater certainty.

Following a merger between Libertas Wealth Consulting and EFS Wealth in 2016, led the wealth advice team and coordinated client service provision with the other EFS teams of accountants, business advisers and mortgage brokers.EFS has over 60 years of experience in looking after small and medium sized businesses and their families.The wealth team provided personal financial advice in which I also practiced as a Certified Financial Planner®, SMSF Specialist Advisor™, Fellow of the Tax Institute and Registered Tax Agent (Financial Services and Super), as a Representative of Libertas Wealth Consulting, of which I continued to serve as Responsible Manager.In late 2017 the EFS wealth advisers became authorised to provide advice under the privately-owned Libertas Wealth Consulting licence, in which I served as responsible manager, replacing the bank-owned Count financial services licence.

Libertas Wealth Consulting provided independent financial advice to clients seeking greater certainty and financial freedom for a fixed fee, free of any product or institutional bias, until merging with and subsequently providing advice through EFS in late 2017.From late 2017 the business only operates for managing its AFSL and supervising the personal advice provided by its authorised representatives trading as EFS Wealth, for which continued to serve as Responsible Manager.The business was established to provide independent advice to clients seeking help to resolve their their financial uncertainty and achieve their personal aspirations. We worked with individual clients and clients from accounting firms without in-house advice services, helping to enhance their provision of tax and accounting services to small and medium enterprises, self-managed super funds and private clients.We provided independent personal financial advice under our own Australian Financial Services Licence (422763).Since authorising representatives from EFS and approving the continuation of their client charging practices the licence has stopped meeting the narrow definition of independence accepted by ASIC.

Recruited to the Senior Management team to drive change and improve performance of three Private Client business units comprising Financial Planning, Lifestyle Care (a Power of Attorney service) and Health & Personal Injury, leading a team of 35 across NSW, VIC and QLD managing just over $1bn of client assets. Took on additional responsibility for Continuing Estate portfolio reviews and serving as Responsible Manager for two AFS Licences and an Australian Credit Licence in the Group, including as an MDA Operator.The role was created to bring added focus and drive change to The Trust Company's private client service, maximising opportunities for sustainable growth through stronger client relationships, which resulted in year on year revenue and profit growth through the GFC and a significant increase in client engagement, measured by surveys and referrals.The Trust Company was delisted on 4 December 2013 when it was acquried by Perpetual Limited.

Initial short-term advisory engagement to help ACD Financial, now trading as Portum Private Wealth, consolidate and grow following a merger of firms. Led to buying a share of the practice and working as practice manager to implement recommended process and technology changes to help achieve the next stage of organic growth.Also practiced as a Certified Financial Planner® with a focus on advice and self managed super funds for a flat dollar fee. Practice turnover and profit tripled during my time in the practice and continued to experience net growth through the Global Financial Crisis of 2007-2009.

Worked as a manager in the Financial Services Industry group within the consulting division (Finance and Performance Management), focussing on performance improvement and Strategic IT Effectiveness. Important aspects of the role were managing project teams while developing client relationships to obtain buy in to consulting services and overcome staff opposition to change programmes.

Management consultant with a focus on finance transformation and project management as well as business process re-engineering in general.- Johannesburg office (Jun 97 to Dec 99): finance transformation and shared services.- London office (Apr 96 to Jun 97): finance process benchmarking for best practice and shared services.

Trained as a chartered accountant on a three-year training contract in Audit and Business Advisory Services in the London office. The role included working with client staff at all levels, planning and reviewing audit work and coaching junior team members. Clients were mainly financial services - insurance, investment management, pensions, stockbroking - as well as some advertising and manufacturing.

Specialist observer and long range reconnaissance patrolling as a reservist