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Bill Chatterton
BVSc MSAFAA
Senior Private Client Adviser
Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Bill was a founding director of Morgans Stockbroking Limited in 1990, and has been involved in the growth and development of the Brisbane equities dealing team for over 20 years. Bill's current roles involve advising his private clients and serving on the firm's Board of Advice. Bill works in the Brisbane dealing room.
Investment Style
Bill takes a conservative approach to investing providing his clients with diversified portfolios across all industry sectors from an equity perspective, while at the same time considering an appropriate asset allocation to fixed interest, property securities and cash to match the client's risk profile.
Services and Specialties
Margin Lending and Gearing Strategies
Portfolio Administration
Self-Managed Super Funds
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Financial Adviser Standards and Ethics Authority Industry Exam
Bachelor of Veterinary Science
Ethics and Professional Relationships
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Member of the Australian Institute of Company Directors
Competencies
Tax (financial) Adviser
Managed Investments
ASIC Financial Advisers Register
Securities
Direct International Equities Trading Adviser
Generic
FASEA Financial Adviser Exam
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
