New Partners and Principals at William Buck SA
8 July 2024 | Minutes to read: 2

New Partners and Principals at William Buck SA

By William Buck

Standing L to R: James Blackburn, Daniel Proctor, Alice Psevdos, Tricia Kleinig
Seated L to R: Danielle Jones, Henry Schofield

Accounting and business advisory firm William Buck has announced four new Partners and two new Principals at its Adelaide office.

The appointments further strengthen the firm’s leadership across its business advisory, wealth advisory, taxation and superannuation services.

The new Partners are:

Danielle Jones

Danielle started with William Buck in 2021 as a senior advisor. A member of the firm’s Wealth Advisory team, Danielle works closely with clients providing specialist advice on superannuation, investments, retirement and estate planning, personal risk
insurance, trust structures and wealth creation.

Alice Psevdos

Alice joined William Buck in 2007 as a graduate accountant, rapidly working her way up into various leadership positions within the firm’s Business Advisory team. From tax planning and compliance, management accounting, business structuring, succession and estate planning, Alice provides valued advice to clients across varying industries and specialises in professional services

Tricia Kleinig

Tricia has been with William Buck since 1986 initially as a member of the Business Advisory team before specialising in superannuation. Now with more than 23 years of experience in superannuation and a highly tuned commercial approach, Tricia leads the superannuation division responsible for compliance and advice to more than 500 self-managed super funds, making her one of the leaders in SMSFs in Adelaide.

James Blackburn

James, who joins William Buck to take up his new position, has been a Partner of one of Australia’s Big 4 accounting firms for the past 10 years. James provides taxation, accounting and advisory services to private and family-owned businesses, business owners, ultra-high net wealth family groups, senior executives and professionals.

The new Principals are:

Henry Schofield

Henry joined William Buck as a graduate in 2017 and quickly progressed to management positions with the Business Advisory division. Henry’s core expertise includes tax planning and compliance, business restructuring and succession planning across various industries, specialising in property and professional services.

Daniel Proctor

Daniel joined William Buck in 2015 as a graduate. A Business Advisory team member, Daniel is an agriculture and horticulture specialist with a keen interest in tax planning and management, family succession and in assisting South Australian businesses with carbon accounting and ESG reporting.

William Buck SA Managing Partner Adrian Chugg said the new appointments were in line with the firm’s strategy of building a strong leadership team for the future.

“We’re proud to provide clear career paths for all our team at William Buck and particularly thrilled for the opportunity to promote Danielle, Alice, Tricia, Henry and Daniel, as well as have James join our firm.

“These senior appointments are in recognition of the experience, expertise and attitude of these outstanding professionals. Above all, each individual is relationship-driven and committed to helping our clients reach their full potential.”

The new appointments bring the total number of Partners at William Buck SA to 27 with 230 staff in total working in the local office.

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