Grant Williams
BBus MSIAA
Joint Managing Director - Reynolds Securities / Stockbroker
I consider my clients' financial needs as a whole and aim to create, preserve and maximise wealth by providing tailored advice to suit my clients' specific needs and objectives. He is Joint Managing Director of Reynolds Securities which became a branch office of Morgans in 2010.
Grant has worked in the industry for 37 years commencing at Reynolds Stockbrokers in 1987 gaining experience in a broad range of financial services.
Investment Style
Grant provides a full range of investment services and advice including stockbroking, managed investments and superannuation. He uses his experience, technical knowledge and Morgans Research to assist clients in meeting their specific needs and objectives and to actively manage their portfolios.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Self-Managed Super Funds
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Business
Ethics and Professional Relationships
ASX / ACH Responsible Executive
Responsible Executive Markets
Margin Lending and Geared Investments
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Securities
Generic
Managed Investments
Margin Lending
Superannuation
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. As a shareholder of Reynolds Securities Pty Limited, I may be entitled to a share of profits.
I am employed by Dolit Pty Limited, 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 salary and potential dividends. I am also a shareholder of Reynolds Securities Pty Limited and may be entitled to a share of profits.
