“When a client refers you to their family members and friends you know you’ve built a valued personal relationship.”
Eben Lok
Principal, Wealth Advisory
As a highly regarded and experienced financial advisor, Eben is focussed on delivering the best financial and personal outcomes for his clients.
A Principal of William Buck’s Wealth Advisory team, Eben takes a “relationship-based, listen-first” approach to enabling his clients to reach their financial and lifestyle goals, and achieve ultimate peace of mind.
Eben understands the opportunities and challenges along the path to success having grown up in a family running a small business.
It is his practical experience, strategic mindset, personal approach and track record that has Eben constantly referred by his clients to their family and friends.
Working closely with individuals, families, professionals and small business operators across industry, Eben provides trusted advice in areas including wealth creation, protection and transfer, lifestyle and retirement planning, budgeting, saving for first homes or multi-family properties and funding for children’s education.
As a member of the Financial Advice Association Australian and Taxation Practitioners Board, Eben holds a Master of Financial Planning.
Beyond Business: Eben is married to Kylie and they have two young boys. In his spare time, Eben is a keen lacrosse player having represented South Australia and Australia in the sport.
The Facts:
Core Expertise
- Wealth creation
- Superannuation and retirement strategies
- Portfolio construction and management
- Cash flow budgeting
- Debt management
- Personal insurance and wealth protection
Qualifications & Associations
- Master of Financial Planning
- Graduate Certificate in Applied Finance
- Advanced Diploma in Financial Planning
- Financial Planner AFP® Registered Member of the Tax Practitioners Board (Tax (Financial) Adviser)
Industries & Specialisations
- High net worth individuals
- Retirees
- Superannuation
- Agriculture
- Health Professionals
- SME
