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William Hickson
Private Client Adviser
Helping you realise your financial objectives over the long term is my goal. While my investment advice extends across a number of asset classes, it is always tailored to you.
Before joining Morgans I held a number of management roles, developing my passion for business strategy and analysis. This passion and a keen interest in economics and share markets led me to a role with Morgans, specialising in Australian share investments. My advice now covers a variety of asset classes and as such extends to comprehensive wealth management planning and execution.
Investment Style
Given my focus on more holistic wealth management, I offer advice across a broad range of asset classes including Australian and international shares, fixed interest and hybrid securities, both managed and exchange traded funds and cash and term deposits. My broader investment advice draws foundation from macroeconomic analysis, before a more fundamental, 'bottom-up' approach to specific investment selection is applied.
Services and Specialties
Wealth Management
Superannuation Advice
Fixed Interest and Cash Management
Stockbroking
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Business Management
Margin Lending Accreditation Program
Professional Diploma in Stockbroking
Superannuation
Securities and Managed Investments
Associations
No items found.
Competencies
Managed Investments
Superannuation
Generic
Securities
Margin Lending
Financial Planning
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.
