"I look to enhance the quality of life of my clients by taking the stress out of investing with clear advice and soundly researched opportunities."
Will fosters trust and integrity relationships with accounting firm referrers. These relationships remain a great testament to his honesty, hard work and a desire to make a significant difference to his clients long-term financial wealth.
Services and specialities
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Will provides a full advice service to his private clients. He combines his investigative accounting skills with his honed analytical talents and insights with economic trends to find clients value and growth opportunities for long term and trading profits. Will's preference is for long term relationships with clients who desire active management of their portfolios.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, UQ, 1992
- Graduate Certificate in Financial Planning, FINSIA, 2004
- Bachelor of Economics, UQ, 1994
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
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.