Will Douglas

Will fosters trust and integrity relationships with accounting firm referrers. These relationships remain a great testament to his honesty, hard work and a desire to make a significant difference to his clients long-term financial wealth.

Investment Style

Will provides a full advice service to his private clients. He combines his investigative accounting skills with his honed analytical talents and insights with economic trends to find clients value and growth opportunities for long term and trading profits. Will's preference is for long term relationships with clients who desire active management of their portfolios.

Services and Specialties

Options and Warrants

Portfolio Administration

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Will Douglas's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce

Graduate Certificate in Financial Planning

Bachelor of Economics

Associations

Affiliate Member of the Securities Institute of Australia

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Margin Lending

Securities

Superannuation

Derivatives Level 1

Financial Planning

Managed Investments

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.