Liam Willis

Liam Willis has a diverse work experience spanning various industries. Liam started their career as a Paralegal at Corrs Chambers Westgarth in 2010 and also worked as a Paralegal at Allens and Ashurst in 2012. In 2014, they joined Apt Wealth Partners as a Senior Planner Assistant and later became a Financial Planner until 2017. Liam then joined Macquarie Group as a Private Wealth Advisor from 2017 to 2019. Liam continued their career at Clime Investment Management Limited as a Private Client Advisor until 2021 and is currently working as a Private Client Director at Fisher Investments.

Liam Willis has a diverse education history in the field of financial planning and services. In 2014, they obtained an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Professional. In the same year, they also completed a Diploma of Financial Services (Financial Planning) from the same institution. Liam'seducation at Kaplan Professional continued in 2017 when they pursued a course on Self Managed Superannuation Funds. Additionally, in 2015, they acquired a Certified Financial Planner designation from the Financial Planning Association. In 2016, Liam pursued a course on Margin Lending from Kaplan Professional. Notably, they also have a BArts/Law degree from Macquarie University, but the years of enrollment and completion are unspecified.