Will Douglas
Private Client Adviser
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.
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.
Services and Specialties
Wealth Management
Options and Warrants
Stockbroking
Superannuation Advice
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Economics
Graduate Certificate in Financial Planning
Bachelor of Commerce
Associations
Affiliate Member of the Securities Institute of Australia
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Superannuation
Generic
Margin Lending
Securities
Financial Planning
Managed Investments
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.
