William Buck have announced the promotion of three new directors and three principals across the group, as of July 1, 2019.
William Buck congratulate the following internal promotions, indicative of increased growth across the group:
New South Wales
— Lynda Clark, Director
— Charis Liew, Director
— Nick Kenny, Director
— Ricardo Poletti, Principal
— Aaron Trombetta, Principal
— Andrew Barlow, Principal
In South Australia, advisors Aaron Trombetta and Andrew Barlow were promoted to the position of Principal within the firm’s expanding Wealth Advisory division.
Jamie Mc Keough, Managing Director said these promotions were in recognition of their outstanding track record in providing support, advice and guidance to clients across investment management, superannuation, retirement and wealth accumulation strategies.
South Australia also announced the appointment of two new Directors in Business Advisory, Michael Fairlie and Luciana Larkin due to their sixth merger in a decade.
In New South Wales, Nick Hatzistergos, Managing Director, announced the promotion of their first non-fee earning director for the William Buck Group, Lynda Clark who helped establish the NSW offices.
“Lynda has been instrumental in helping our firm grow, maintaining discipline and consistency to deliver against our growth aspirations,” says Nick.
Nick also announced Charis Liew, Director of Superannuation and Nick Kenny, Director of Business Advisory.
“Charis is our super expert and truly unique. Starting her career at William Buck and progressing from graduate-to-director, while also establishing superannuation as a standalone service line.”
“Nick has shown great focus in building the Business Advisory practice of the future, by working with businesses in real-time data rather than recording the past.”
Nick also congratulated Rick Poletti, promoted to Principal in the Wealth Advisory division.
These promotions coincide with steady organic growth across the group, with Victoria announcing the promotions of Dr. Rita Choueiri, Director Research and Development Incentives and Alan Finnis, Director Audit and Assurance in April.