“Taking the time to form a deep understanding of each client’s situation is essential to tailoring the best financial action plan for them.”
Danielle Jones
Partner, Wealth Advisory
As a key advisor in William Buck’s wealth advisory team, Danielle Jones takes the time to build a solid relationship with her clients, listening and adapting to their needs.
Danielle is passionate about helping clients achieve their goals. Whether that be wealth accumulation, retiring early, or wealth protection.
Her open and honest communication and commitment to achieve the best outcomes has seen her become the trusted confidant of scores of clients. They appreciate her empathetic approach, impeccable eye for detail and ability to work efficiently, to the highest standard.
Prior to joining William Buck with over 10 years of experience in the financial services industry, Danielle worked for a major superannuation fund. This industry experience has proven valuable as she works closely with clients in making holistic recommendations regarding cash flow, superannuation, investments, retirement and estate planning, personal risk insurance, trust structures and wealth creation.
Danielle holds a Bachelor of Business (Commercial Law) from the University of South Australia and an Advanced Diploma of Financial Planning.
Danielle is authorised to provide advice on all areas covered by the AFSL.
The Facts:
Core Expertise
- Wealth creation strategies
- Portfolio construction and management
- Cash flow and budgeting
- Debt management
- Personal risk management and wealth protection
Qualifications & Associations
- Bachelor of Business (Commercial Law)
- Advanced Diploma in Financial Planning
- Member of Financial Advice Association Australia
Industries & Specialisations
- High net worth individuals
- Inter-generational wealth transfer
- Health Care Professionals
- Agriculture