William Morgan – Financial Adviser

Adviser identifying number: 1002144
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: INTRINSIC INVESTMENT MANAGEMENT PTY. LTD.
Licence number: 247127
Licensee’s ABN: 26095183814
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTRINSIC INVESTMENT MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 247127
Authorised Representative’s ABN: 26095183814

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Arts (Industrial Design) – RMIT University
• Bachelor of Engineering Civil (Hons) – RMIT University
• EG 146 – RMIT University
• Post Grad Dip of Applied Finance and Investments – Finsia

Relevant memberships of professional bodies or industry associations:

William Morgan is authorised to provide advices on following products:

• Derivatives
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Securities
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services