William Anderson
BCom CFA
Private Client Adviser
I work alongside my clients to create wealth through investment opportunities and realise their long term financial goals.
William has been working in the financial services industry since 2000 in UK, Germany and Australia. He has provided equity and equity derivatives advice to both institutional and retail clients.
Investment Style
I provide my clients with a full range of investment services and advice including stockbroking, financial planning and superannuation. My focus is on matching clients objectives with investment opportunities to help them meet their financial goals. I invest in building long term relationships with clients who are interested in active management of their portfolios.
Services and Specialties
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Investment Advice
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC007B Client Engagement Skills
FPC001B Economic and Legal Context for Financial Planning
Chartered Financial Analyst (CFA)
Tax for Financial Advising
Tier 1 Margin Lending - Personal Advice
Diploma of Finanacial Planning
Bachelor of Commerce
Ethics and Professional Relationships
Associations
No items found.
Competencies
Life Insurance
Margin Lending
Generic
Securities
Managed Investments
Financial Planning
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 salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
William Anderson Private Client Adviser Level 29, 123 Eagle St, Brisbane QLD 4000 Email: [email protected] Direct: 07 3334 4853 | Mobile: 0488 799 804 | morgans.com.au/brisbane morgans.com.au | Facebook | Twitter | LinkedIn
