Liam Willis Email & Phone Number
Private Client Director @ Fisher Investments Australia
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Liam Willis Location
- Sydney, NSW, AU
Liam Willis Work
- 2021 -now Private Client Director @
- 2019 -2021 Private Client Advisor @
- 2017 -2019 Private Wealth Advisor @
- 2015 -2017 Financial Planner @
- 2014 -2015 Senior Planner Assistant @
- 2012 -2013 Paralegal @
- 2012 -2012 Paralegal @
- 2010 -2011 Paralegal @
Liam Willis Education
- Financial Planning Association
Certified Financial Planner
2015-2018 - Kaplan Professional
Self Managed Superannuation Funds (Financial Planning and Services)
2016-2017 - Kaplan Professional
Advanced Diploma Financial Services (Financial Planning) (Financial Planning and Services)
2014-2015 - Kaplan Professional
Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2014-2014 - Kaplan Professional
Margin Lending
2016 - Macquarie University
BArts/Law
Liam Willis Skills
- Litigation Support
- Income Protection
- Civil Litigation
- Financial Advisory
- Wealth Accumulation
- Personal Financial Planning
- Public Participation
- CEQA
- Investment Management
Liam Willis Summary
- Liam Willis, based in Sydney, NSW, AU, is currently a Private Client Director at Fisher Investments Australia. Liam Willis brings experience from previous roles at Clime Investment Management Limited, Macquarie Group and Apt Wealth Partners. Liam Willis holds a 2015 - 2018 Certified Financial Planner @ Financial Planning Association. With a robust skill set that includes Litigation Support, Income Protection, Civil Litigation, Financial Advisory, Wealth Accumulation and more. Liam Willis has 3 emails and 1 mobile phone numbers on RocketReach.
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