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William Peters

William Peters

Authorised representative number: 000259644


I strive to identify market opportunities and align them with my clients’ goals. Clients can be assured that I will do everything I can, to assist them in achieving their long-term objectives.
William is an experienced stockbroker, having joined Morgans in 2003. Prior to 2003, William worked in corporate finance and merger and acquisitions. He has also been the General Manager of a large Queensland accounting firm, as well as CEO of an information technology business. He has run his own business and worked as a business services accounting professional.

Investment Style

William aims to build portfolios of quality shares and seeks to create wealth over longer investment periods. William is accredited to provide advice in managed funds, superannuation funds, financial planning and insurance. Subject to the investment risk profile of the client, William can also recommend short-term trading opportunities as an additional component to a quality portfolio.

Services and Specialties

Self-Managed Super Funds
Retirement and Estate Planning
Portfolio Administration
Personal Insurance
Superannuation Advice

Qualifications and Professional Affiliations

Master of Business Administration (MBA)
Bachelor of Business (Accountancy)
Graduate Certificate in Financial Planning
Graduate Diploma of Advanced Accounting


Institute of Chartered Accountants Australia


Financial Planning
Managed Investments
Margin Lending
Life Insurance