Our History.

WVB moved into their first and current premises at 310A Glen Osmond Road, Fullarton on the 16th December 2013.

In addition to Neil, Tony & Todd, WVB has been joined by former Shearer & Elliss Chartered Accountants founder Michael Shearer in a consultancy role. Michael has been a strong supporter of WVB and has also become a valuable mentor with over 50 years of experience in the accounting industry and he continues to hold strong relationships with his existing clients.

November 2014 saw WVB employ for the first time with Alicia Connole joining the team as a Business Support Manager. Alicia has 17 years of experience in the financial planning industry. This marked a significant point in the short history of WVB and has enabled Neil, Tony & Todd to continue to deliver a high quality service.

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