Jack Walsh
Financial Advisor
William Buck. Level 22, 307 Queen Street, Brisbane QLD 4000

Financial adviser at William Buck Advice (QLD). With over half a decade in the industry, I have significant experience working with High Net Worth individuals, particularly specialist medical doctors.

– BCom (Finance & Financial Planning) – Achieved with Distinction.
– SMSF Specialist Adviser (SSA)

What's your idea of Financial Freedom?

& Memberships

  • BCom (Finance and Financial Planning)
  • SMSF Specialist Adviser (SSA)

Areas of

Junior Doctor Financial Structuring
Medical Doctor Strategy
Personal Risk Insurance & Asset Protection
Portfolio Management & Construction
Salary Packaging
Self Managed Super Fund
Transition to retirement

Having worked alongside Scott on medical specialists and private practices, Jack has a particular interest in wealth creation for graduate and junior doctor clients. Jack’s goal is to not only watch his client’s progress in their field, but to assist with structuring and optimising their financial affairs at each stage in their career. Jack believes that to progress as an advisor requires leaving his comfort zone. It’s this tenacity and drive that see him provide great results for clients so early in his career.

Areas of Expertise:
• Medical Doctor Strategy
• Portfolio Management & Construction
• Superannuation & Retirement Strategies
• Self-Managed Super Fund Investment Advice and Strategy
• Personal Risk Insurance & Asset Protection
• Junior Doctor Financial Structuring
• Salary Packaging

Jack's ideas of Financial Freedom

Large Car Collection to enjoy on weekend.