My role as a Risk Advisor is to asses clients financial risk should they die, become totally or partially incapacitated or suffer a trauma event. To do this, I analyse a clients situation including, family structure, assets, liabilities and future expenditure. After considering a range of products, I then develop and deliver a strategic risk management plan. In addition to this, I assist clients through the application process, review their policies on a yearly basis and in the event of a claim, I assist the client step by step to ensure a positive outcome.
I have commenced a Bachelor of Commerce at Deakin University. I am passionate about my job and enjoy the interaction with clients from all walks of life.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 13
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
William Buck Wealth Advisors (VIC)
Level 20, 181 William StreetMelbourne, VIC 3000 Suite 1B, 103 Bolsover Street
Rockhampton, QLD 4700
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
William Buck Wealth Advisors (VIC)
AFSL 342420