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David Grosser
BAcc CPA MBA DipFinServ
Financial Adviser
My aim is to help you achieve your investment objectives by creating wealth and protecting capital. I will commit to providing 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.
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.
Services and Specialties
Superannuation Advice
Wealth Management
Stockbroking
Fixed Interest and Cash Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Bachelor of Accounting
Master of Business Administration (MBA)
Diploma of Financial Services
Associations
Certified Practising Accountant
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Financial Planning
Generic
Derivatives Level 1
FASEA Financial Adviser Exam
Securities
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Tax (financial) Adviser
Margin Lending
Superannuation
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of percentage of fees.
