“Finding the right solution is more about listening than providing enormous amounts of information.“
Director, Wealth Advisory
Understanding a client’s unique situation and then helping them build a pathway to wealth is the experience that Adrian finds most satisfying in his role. Adrian believes that building strong relationships with clients is the only way to find the right financial solutions for them.
Adrian abides by the philosophy that ‘investing is as much about the investments you choose to ignore as the ones you choose to invest in’. With this in mind, he takes a methodical approach to his work, ensuring that ‘no stone is left unturned’ in his pursuit of successful outcomes for clients.
One of Adrian’s strongest beliefs is that poor short-term management leads to longer-term issues and delaying action creates a bigger problem. He works with his clients to ensure that issues are kept to a minimum and potential opportunities are maximised.
Since 1995, Adrian has worked across a range of roles in the Financial Services industry, including stockbroking, direct share advice, funds management, accountancy and delivery of tailored advice to high net worth clients across banking, investment advice and structured Financial Planning.
Adrian enjoys finding solutions that best fit his clients’ needs.
Adrian is authorised to provide advice on all areas covered by the AFSL.
William Buck Wealth Advisors (SA) Pty Ltd
Australian Credit Licence 230637
- Self-managed superannuation funds
- Wealth creation strategies
- Retirement strategies and planning
- Risk management and asset protection strategies
- Portfolio reviews
- Bachelor of Business (Accounting)
- Diploma in Financial Planning
- Certificate IV in Finance & Mortgage Broking
- AFP Member of Financial Planning Association
- Financial services
- Not for profits