When you engage Accumulate Wealth Management, we understand that ideal outcomes can only be delivered by highly qualified professionals who also have great real life experience and who are passionate about their role. This means you will have a key advisor relationship but also a team of people supporting your journey. In addition, our financial planners work closely with your existing accountant, lawyer, or other trusted advisers to facilitate an integrated and efficient delivery of results for you.
Principal Adviser and Managing Director
Qualifications: B.Com, AdvDip.FS, AFP®, SMSF Specialist Advisor™
Will assists high net worth individuals and families, executives, business owners, and retirees formulate, implement and manage financial, investment, risk and estate strategies. Prior to founding Accumulate Wealth Management in 2013, Will spent the previous 10 years as a Senior Advisor and Partner with Barker Wealth Management in Adelaide.
Former roles included seven years in America with NASDAQ-listed Commerce One Inc. in San Francisco and also global consulting services firm PricewaterhouseCoopers in Boston. This experience is complemented by previous media and policy advisory roles with the W.A. Government’s Department of Premier and Cabinet, and an early career reporting and presenting with the Australian Broadcasting Corporation and W.A. Newspapers.
Will is a member of the Financial Planning Association of Australia, an accredited specialist adviser with the SMSF Association of Australia, a member of the Family Business Australia, and holds a Bachelor of Commerce and an Advanced Diploma of Financial Services.
Client Service and Paraplanning Team
You will meet our experienced support team during your discovery and engagement process.