William Buck hires wealth advisory director

William-Buck/

11 March 2022
| By Laura Dew |
image
image
expand image

Accounting and wealth advisory firm, William Buck, has appointed a director to lead its wealth advisory team.

Michael Rees Evans joined the firm in February from financial advice firm EFS and had worked in financial advice since 2002.

At William Buck, he would be responsible for driving the firm’s innovation and talent development strategies as well as their future capabilities in financial project management.

Head of wealth advisory, Scott Girdlestone, said: “With his background in management consulting together with a passion for continuous improvement, Michael will bring energy and different strategic thinking to our business.

“To deliver what’s important to the client from a non-financial perspective you need to employ a range of strategies such as maximising after-tax cashflow, structuring of assets to ensure efficient ownership, wealth accumulation strategies and asset protection.

“It’s not easy and requires highly skilled individuals. Michael shares our all-inclusive view on financial management which is a rare find.”

William Buck, which acquired Melbourne-based accounting firm BR Wellington last year, had over $4 billion in investments.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND