Melbourne-based accounting and planning group Webb Financial Services is to become part of the William Buck Financial Services national advice network, following a merger of their respective parent groups.
William Buck’s national chairman, Nick Hatzistergos, said Webb Financial Services would become William Buck’s representative member firm in Melbourne, providing a stable platform for further development.
“It’s taken almost 12 months and a host of meetings with different firms to secure a firm that ticked all the relevant boxes,” he said.
“The firm we wanted to represent, William Buck in Victoria, had to be multi-disciplined and be complementary culturally and professionally, with deep capabilities in core service lines.”
Both firms “remain firmly committed to a vision and growth strategy to be the preferred advisers to privately-owned and mid market entities”, he said.
Webb Financial Services director Rob Davy said the firm would continue to retain its adviser authorities with Securitor, as will a number of William Buck member firms on a “dealer to dealer basis”.
