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Bill Leodaritsis
(
Sydney - Retail Equities
)
JP, BAppFin, GradDipFinPlan
Private Wealth Adviser
I provide bespoke wealth management solutions, including investment advice, financial planning and full-service stockbroking services, to help my clients confidently navigate financial markets and achieve their financial goals.
Bill is passionate about helping clients make considered decisions and building long-lasting relationships founded on trust and a client - first approach. He enjoys the challenge of delivering tailored solutions based on a thorough understanding of each client's unique circumstances, whether they are individuals, family offices, corporate investors or charitable foundations.
Investment Style
Bill takes a measured and decisive approach, guided by a disciplined long-term focus to meet client objectives. His investment style is fundamentals driven and centres on a carefully constructed portfolio that combines high-conviction direct investments with specialised products, creating diversification and resilience through market cycles. Client preferences and objectives guide his recommendations, resulting in truly personalised advice.
Services and Specialties
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Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Applied Finance
Margin Lending Specialist
Associations
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Competencies
Superannuation
Financial Planning
Securities
Generic
Managed Investments
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
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