Will Orford
Client Services Officer
Will is a Client Services Officer at Zinc Wealth and is currently completing his undergraduate degree in Finance. This role marks his first position in the finance industry and the beginning of his professional journey in financial services.
Will supports advisers and clients through paraplanning, including the preparation of Statements of Advice, playing an important role in the early stages of creating tailored wealth and retirement strategies. He enjoys being part of the foundation of the advice process and contributing to long-term outcomes for clients.
His interest in finance was inspired by his own investing journey and a strong desire to help others build and protect their wealth. Will began his career alongside his studies and is proud to have entered the industry with Zinc Wealth.
Outside of work, Will enjoys staying active through football and tennis. At the top of his bucket list is seeing the Dolomites. What he values most about the Zinc Wealth team is the collaborative culture, where everyone understands their role and works together towards shared goals.
Get in touch with Will to book your obligation free appointment with one of our advisers today.
info@zincwealth.com.au 07 4688 8000