William Buck bolsters private office Wealth Services
29 March 2020 | Minutes to read: 2

William Buck bolsters private office Wealth Services

By William Buck

Leading accounting and advisory firm William Buck has appointed Andrew Bradley to its specialist South Australian Private Office wealth team.

A highly experienced executive and financial advisor, Mr Bradley joins William Buck in the position of Private Office Senior Advisor.

“Andrew is a very impressive individual with outstanding experience and expertise,” William Buck SA Managing Director Jamie McKeough said.

“He will be an excellent addition to our bespoke Private Office service and our broader Wealth Advisory team, which is the largest in South Australia with its own AFSL.

“All 27 members of our private wealth team are committed to providing high level advice to our clients on a wide range of investments and wealth strategies.”

Adrian Frinsdorf, William Buck’s Head of Wealth Advisory, said Andrew’s appointment was reflective of the growth of the firm’s specialist Private Office offering.

As an extension of its highly successful Wealth Advisory division which has $1.3bn of funds under advice, William Buck Private Office provides tailored, sophisticated and integrated financial and investment solutions for successful business owners, families and individuals.

“William Buck Private Office has established a strong reputation as a trusted advisory service and Andrew’s appointment adds further strength to our client offering,” Adrian said.

“Andrew brings specific skills in investment, philanthropy, family governance and family office advisory services, all of which are in strong demand among high net worth individuals and families to manage their assets.”

During his career, Andrew has worked in various senior roles within family office, accounting firms, private and investment banking as well as broking firms. He was most recently responsible for family office services as Group Head of Investments with EWM Group in Brisbane working with multi-generational families, entrepreneurs, inheritors of wealth, single family offices, executives, philanthropists, sporting & entertainment identities and not-for-profit organisations.

William Buck Private Office is supported by an Investment Committee with more than 100 years’ combined experience and draws on the vast resources and networks of the accounting and advisory firm’s offices across Australia and New Zealand allowing access to investment opportunities that others can’t provide.

To find out more about William Buck Private Office or speak to a Wealth advisor call 08-8409 4333.

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