William Peters
Stockbroker
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
Stockbroking
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
Associations
Institute of Chartered Accountants Australia
Competencies
Generic
Financial Planning
Securities
Managed Investments
Margin Lending
Superannuation
Life Insurance
I am a consultant to 2P Investments Pty Ltd, which has a consultancy arrangement with Redcliffe City Equities Pty Ltd, that operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me as your adviser by way of consultancy fees and bonus.
