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David Cope
BBus(FP) SMSF Specialist™
Branch Manager/Senior Private Client Adviser
I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
David has close ties with the Northern Territory, having been born and raised in Darwin. David is a Director of the management company that operates the Darwin office. He has a bachelor of business in Financial Planning and is an SMSF Specialist Adviser (SSA). He has worked in the financial services industry since 2001 and as a practicing financial planner since 2008. David believes providing financial advice is not about telling people what to do; it’s about identifying the opportunities available to them and guiding them through the decision making process.
Investment Style
David specialises in providing holistic financial advice for a wide range of clients which includes investments, wealth creation, personal insurance and retirement planning with a special interest in Self Managed Super Funds.
Services and Specialties
Superannuation Advice
Retirement and Estate Planning
Stockbroking
Wealth Management
Personal Insurance
Self-Managed Super Funds
Qualifications and Professional Affiliations
SMSF Specialist Adviser™
Bachelor of Business (Financial Planning)
Responsible Executive Markets
Associations
Specialist Member SMSF Association Australia
Competencies
Generic
Superannuation
Margin Lending
Life Insurance
Managed Investments
Securities
Derivatives Level 1
Financial Planning
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of salary and percentage of fees. As a shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits. As a Director of NT Capital Pty Ltd, I will be entitled to a share of profits.
