Bill Bishop
Senior Adviser - Morgans Wholesale Services
I focus on wealth creation and preservation of capital by careful selection of quality dividend-paying stocks, IPO opportunities and capital raisings.
Bill has extensive equities experience, both as a successful personal investor and a private client adviser since 1998. Drawing on this experience and quality research, he aims to guide stock selection to attain the best outcomes for a client.
Investment Style
Bill values building and maintaining long-term client relationships. He specialises in direct listed investments, offering a balance between income and growth over the medium to long term. He focuses more on understanding the needs of more HNW, sophisticated investors.
Services and Specialties
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Superannuation Advice
Investment advice within Superannuation
Self-Managed Super Funds
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Associations
No items found.
Competencies
Superannuation
Managed Investments
Margin Lending
Securities
Generic
I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees.
I am employed by Billarimba, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of percentage of fees.
