"I provide objective advice based on informed analysis to assist my clients to achieve their personal and financial goals"
David has been employed in the finance industry for the past five years. David moved to Morgans in early 2018 after being employed as a Wealth Adviser at a national wealth management firm. David has a Diploma in Financial Planning and Professional Diploma in Stockbroking
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Working with a team of advisers, David's role is to provide a detailed investment strategy and portfolio construction through fundamental and technical analysis. David's industry experience combined with a broad understanding of the financial markets provides a strong platform to serve the investment needs of clients of Morgans at its Canberra branch.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan, 2017
- Professional Diploma of Stockbroking, Deakin Prime, 2014
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
- Core 1 - Securities & Managed Investments, Deakin Prime, 2013
- FPC001B Economic and Legal Context for Financial Planning, Kaplan, 2023
- FPC007B Client Engagement Skills, Kaplan, 2023
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.