David Grosser

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BAcc CPA MBA DipFinServ

Authorised Representative: 000435774

Financial Adviser

"My aim is to help you achieve your investment objectives by creating wealth and protecting capital. I will commit to provide you with clear and considered investment advice and strategy."

Since 1996 David's had a diverse background working within the financial services sector in Australia, London and the Cayman Islands with leading Investment Banks/Fund Managers including Bankers Trust Australia, Chase Manhattan Bank and Fortis Bank. Additionally, as a qualified Accountant, David has worked as Financial Controller for dynamic fast growing companies in diverse industries including IT and Retail.

Services and specialities

  • Fixed Interest and Cash Management
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

David specialises in providing comprehensive advice to clients in all areas of strategic financial planning and investments (equities, fixed interest and superannuation). His focus is on medium to long term investing across all asset classes.

Industry Education & Experience

Qualifications
  • Bachelor of Accounting, University of South Australia, 1992
  • Master of Business Administration (MBA), Deakin University, 2003
  • Diploma of Financial Services, Kaplan, 2013
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Certified Practising Accountant
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me as your adviser by way of percentage of fees.