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“My focus is to provide what each of my clients need in an efficient, effective and caring manner.”
Alessandra Forero
Principal, Wealth Advisory
A strong personal commitment to providing the best possible advice drives Alessandra to create exceptional outcomes for her clients.
As a valued member of William Buck’s leading Wealth Advisory team with 20 years industry experience, Alessandra assists clients with superannuation and retirement planning, investment, wealth creation, personal risk and taxation strategies as well as aged care and estate planning advice.
In doing so, Alessandra is able to have a positive real impact on the lives of her clients.
Prior to joining William Buck, Alessandra worked in client services and paraplanning with other established wealth management firms.
The skills and experience built over her professional career allows Alessandra to navigate often complex issues to identify and create financial and wealth solutions tailored to an individual’s specific goals at various life stages.
She holds a Graduate Diploma in Financial Planning.
Alessandra is authorised to provide advice on all areas covered by the AFSL.
The Facts:
Core Expertise
- Superannuation and retirement planning
- Investment advice and wealth creation strategies
- Personal risk advice
- Taxation minimising strategies
- Self-Managed superannuation fund advice
- Aged care advice
- Estate planning and estate administration
Qualifications & Associations
- Graduate Diploma in Financial Planning
- Advanced Diploma in Financial Services (Financial Planning)
- Aged Care accredited advisor
- Certificate IV in General Insurance
Industries & Specialisations
- High net worth individuals
- Agriculture sector
- Retirees
- Superannuation