Bill Chatterton

Bill was a founding director of Morgans Stockbroking Limited in 1990, and has been involved in the growth and development of the Brisbane equities dealing team for over 20 years. Bill's current roles involve advising his private clients and serving on the firm's Board of Advice. Bill works in the Brisbane dealing room.

Investment Style

Bill takes a conservative approach to investing providing his clients with diversified portfolios across all industry sectors from an equity perspective, while at the same time considering an appropriate asset allocation to fixed interest, property securities and cash to match the client's risk profile.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Bill Chatterton's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Veterinary Science

Ethics and Professional Relationships

Financial Adviser Standards and Ethics Authority Industry Exam

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Member of the Australian Institute of Company Directors

Competencies

Generic

Managed Investments

Margin Lending

Securities

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.