Financial Adviser
· MELBOURNE, VIC
William Morrison
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006055
William Morrison is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. William is currently authorised under Canaccord Genuity Financial Limited. William holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a GRADUATE DIPLOMA IN APPLIED FINANCE AND INVESTMENT from SECURITIES INSTITUTE.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
DIPLOMA IN FINANCIAL MARKETS
SECURITIES INSTITUTE
2000
GRADUATE DIPLOMA IN APPLIED FINANCE AND INVESTMENT
SECURITIES INSTITUTE
2010
MARGIN LENDING ACCREDITATION PROGRAM
DEAKIN PRIME
2019
MAI769 Ethics for Financial Services
Ethics - Deakin
2022
Relevant Provider Exam
ASIC
2025
Commercial Law
Kaplan
2025
Tax for Financial Advising
Kaplan