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Forging Strong and Trusting Client Relationships
Will's diverse skill set provides him with the ability to provide personalised advice which focusses on international and domestic portfolios.
Will has worked in various roles in the finance industry for over 20 years, including working in London for two years and being a director of his previous employer.
Will 's long standing relationship with his clients highlights to him the importance of strong relationships, ensuring he gains a true understanding of his clients objectives, requirements and expectations.
Authorisations
William Morrison can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
Qualifications
- Graduate Diploma in Applied Finance and Investment 2000
- Diploma in Financial Markets 1999