We are excited to announce that Bruce Dyason has been appointed as Director of King & Whittle Wealth Management.
Bruce joins Robert Barrese, Stuart Neill and Paul Dimech on the board and brings a considerable amount of knowledge and experience.
In September 2016, King & Whittle expanded our client offering with the creation of King & Whittle Wealth Management to service and manage our client’s ongoing financial requirements along with the accounting, taxation and business advisory services that we have built our reputation on since 1926.
Bruce has over 25 years of experience in a variety of management, advisory and consulting roles. He is particularly passionate about wealth management and regards his honesty, loyalty and empathy as among his greatest attributes. He believes these qualities help him deliver an un-wavering service to his clients and their families, and has helped him form long term, trust-based relationships with his clients and colleagues.
Over the last 2 years almost everyone that Bruce has seen has come on board, confirming the trust that King & Whittle has with its clients and the benefit of having an integrated advice where account and financial planner have the whole picture in house.
Bruce uses the philosophy “unless I would invest my mother in this, I wouldn’t invest a client”.
He has achieved the following qualifications:
Master of Business (Entrepreneurship and Innovation)
Advanced Diploma in Financial Planning (ADFP), and
Specialist SMSF, Margin Lending and Equities qualifications.
We are proud to be able to share this announcement with you, which we believe reflects our continued growth in service offerings to clients with experienced King & Whittle advisers.