"I am confident that I can work with you to find the most appropriate investment selection to meet and indeed exceed your investment aims, as well as enjoy the experience."
Assisting clients' to achieve medium and long-term financial goals is Will's key aim. His investment advice will strive to achieve the best possible outcome, taking into account clients' specific circumstances, needs and risk tolerance.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Before starting with Morgans, Will enjoyed an extensive career in investment markets, which included 10 years as an Equity Analyst with Macquarie Bank and ABN AMRO, four years with CBA in institutional equity sales and four years in equity funds management. Will also worked as an Economist in his early years post university. Will's experience in private wealth includes managing the Macquarie Private Bank’s investment team for a number of years.
Industry Education & Experience
Qualifications
- Bachelor of Economics, Macquarie University, 1990
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Generic
- Superannuation
- Managed Investments
- Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.