William Buck Wealth Advisors principal retires
The principal of William Buck Wealth Advisers in Victoria, Rob Davy, has announced his retirement after almost 20 years in the financial planning industry. He will be succeeded by his colleague David Alcorn.
Davy began his involvement in the financial planning industry in 1991 by developing Outlook Financial Planning with Tim Townsend, who is now a principal with WHK Horwath.
Davy also established the financial planning division of Melbourne-based chartered accounting firm Webb & Co. The combined funds under administration of William Buck Wealth Advisory offices now exceeds $1.3 billion.
In 2008 and 2009, Davy was recognised as Securitor Dealer Group Adviser of the Year for Victoria and Tasmania, and his firm was named Practice of the Year in 2009.
Davy’s retirement will become effective from 23 December, 2010.
Recommended for you
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
