William Buck

While Gil always brings something valuable to the table, his first priority is to listen to his clients, using their insights to get a complete understanding of the business. This philosophy has stood him well. Valuing honesty and direct communication, Gil tells it like it is… “not in a harsh way, of course!“ Teamwork is something he rates highly, adding: “I think it’s so important, and I’m very glad that’s the approach and culture at William Buck”. Gil and his team have a client portfolio spread across a number of industries. They help clients in all stages of the business cycle, including structure & tax planning, business strategy, growth advice, finance management and exit strategy. Having this range of experience enables the team to provide clients with a bird’s eye view of their business, enhancing their ability to create successful strategies for the future. His approach to client-service involves developing strong relationships to get to the heart of what matters most to them. While Gil’s core expertise is based around tax and business advice, he works with specialist teams across the firm to ensure that all areas of his clients’ personal and business assets are looked after, focusing on wealth creation, risk management, succession and estate planning. The Facts: Core Expertise Management of large family groups’ structure Strategic business planning and implementation Guiding businesses through growth phase Tax planning and compliance Qualifications Bachelor of Commerce Member of Chartered Accountants Australia and New Zealand Tax agent Industries Property Investment syndicates Manufacturing and Wholesale Professional Services

Rainer is a financial technician who sees past the numbers, systems and processes, to the people behind the business. Priding himself on the relationships he builds, Rainer believes that “the more you get to know your clients, the better the service you can provide.” To that end, he makes sure that he becomes their trusted advisor by “going through the seasons with them” and making good on what he promises to deliver. An integral part of this, is added value. He goes over and above the requirements of compliance, process, and reporting to get “behind the mask” of the people and the business. Finding out about the unique underlying issues, challenges and opportunities, he seeks to provide long-term strategies for success. With 19 years’ in the industry, Rainer specialises in working with private businesses and local subsidiaries of foreign corporations, including ASX listed companies, large foreign owned groups, and start-ups. Performing due diligence, internal and external audits, control reviews, statutory compliance, consolidations, and feedback on control environments, including control assurance services. Rainer works with clients looking for more than audit and assurance. For him, it’s about partnering with his clients to grow and strengthen their business and create the commercial future they aspire to. The Facts: Core Expertise Audit & Assurance Internal controls review Due diligence reviews Statutory compliance Feedback on control environments Qualifications Member of Chartered Accountants Australia and New Zealand Registered Company Auditor Bachelor & Honours in Accounting and Auditing Industries Listed/unlisted public companies Financial services, including AFSLs & Private Equity Investment Groups International Group Audits Privately owned businesses

Approachable, down to earth and great at problem solving are the essential qualities that Alison brings to her work with every client. Her tenacity and drive help her ensure each project is carefully managed to completion. Alison’s ability to recognise the unique skills in her team has also proven beneficial to her work, and she believes that ‘being considerate and grateful for those around you is rewarding for everyone’. This underpins her relationships with clients whom she likes to keep well informed of any developments to ensure there are never any ‘nasty’ surprises. Specialising in audit and assurance, over the years Alison’s work has encompassed a variety of industries from tourism to manufacturing. Having managed a historic lodge in a remote part of Auckland, Alison understands and appreciates business through her own hands-on experience. This knowledge has infiltrated her work with small businesses, not for profits, government and non-government entities. Her drive to mentor and inspire young graduates is highly regarded throughout William Buck. ‘Remembering your limits are self-imposed and not based on your actual capabilities’ is a mantra Alison strongly stands by. Her main advice to mentees is to ‘ask plenty of questions, and don’t be afraid to try something new’. The Facts: Core Expertise External and Internal Audit Risk Management advice Internal control reviews Qualifications Member of Chartered Accountants Australia and New Zealand Bachelor of Physical Education (Distinction) National Diploma in Accountancy Industries Not for profits Small business FMC Reporting Entities Public companies Charitable trusts

A Chartered Accountant with over 30 years’ experience, Amanda is responsible for the daily operation of William Buck in South Australia. Her broad experience working both in, and with, businesses closely aligns with William Buck’s role as a trusted advisor to small-to-medium-sized enterprises. Throughout her career, Ms Anderson has worked with a Big Four accounting firm in SA and overseas and been a Chief Operations Officer and Chief Financial Officer of various SMEs. With high level financial acumen and a proven track record in risk assessment and management, strategy development and implementation, Amanda works closely with the executive team in driving the future growth of William Buck. Amanda was appointed a Director in July 2021; the William Buck South Australia’s first non-client facing Director. Amanda holds a Bachelor degree in Accounting, is a Graduate of the Australian Institute of Company Directors, Certified CEO with The CEO Institute and Associate Member of Chartered Accountants Australia and New Zealand. Amanda is also Chair of the William Buck General Managers’ Focus Group, collaborating with the Group team to create sustainable operations for success and growth. The Facts: Core Expertise Finance Risk assessment and management Strategy development, implementation and monitoring Leadership Teamwork Commercial contract law Qualifications Bachelor of Arts (Accountancy) Member of Chartered Accountants Australia and New Zealand Graduate of the Australian Institute of Company Directors Certified CEO with The Member of CEO Institute Board member of SA State Theatre Company South Australia Industries Professional services Software companies

Persistence and adaptability are the two characteristics of Peter’s personality that define his professional approach and drive to help his clients achieve their goals. He won’t stop until he’s got the best result available. Peter emphasises the importance of truly understanding client needs and goals from the very first meeting. He believes this holistic approach and effective communication are both key to delivering successful outcomes. As Principal in the Business Advisory division, Peter assists his clients with the preparation of financial reports and tax returns for entities including individuals, partnerships, trusts, companies, and superannuation funds. Peter specialises in Self-Managed Superannuation Funds. The Facts: Core Expertise Self-managed superannuation fund Advising clients in tax, superannuation, and strategic business planning Qualifications & Associations Bachelor of Commerce Member of Chartered Accountants Australia and New Zealand Industries & Specialisations Small to medium sized businesses Individual and family groups

Whether it’s technical tax updates, industry specific updates or soft skill improvements, Trent is motivated to improve and push himself out of his comfort zone every day. “I am cognisant of when expert direction is required and can utilise the right people from my professional network to get timely, accurate advice.” Being a very people orientated person, Trent understands the importance of building strong relationships with his clients. He believes that this foundation of trust encourages open communication, which in turn enables him to provide the best service using a more holistic approach. Growing up in a small rural town in the wheat belt of Western Australia, it is from these roots Trent has learned how the importance of teamwork, accountability and leadership are to success, in both business and life. In addition to specialising in the Health and Property Development industries, Trent also stays true to his upbringing, with a focus in Agribusiness. Trent is a member of the National Health Services Focus Group driving the growth of this specialist industry. With a sense of personal integrity Trent holds back none of his time and energy when completing each assignment to ensure the results are delivered. The Facts: Core Expertise Business restructuring Business, succession and estate planning Financial and management consulting Project / transaction management Strategic planning Qualifications Bachelor of Commerce (Accounting and Business Law) Member of Chartered Accountants Australia and New Zealand Member of the Tax Institute Industries Agribusiness Health and Aged Care Manufacturing Property Development