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David Leslie
BCom DipFS(FP) AFP®
Senior Financial Planner
My purpose is to enrich your life. I do this through applying my specialist skills to help you achieve your goals.
David enjoys helping clients achieve more confidence, more freedom and more security through creating wealth and minimising uncertainty. He is your complete wealth adviser and provides direction in practical financial management, technical areas of retirement planning and tax, and management of investments. He prides himself on strong relationships with his clients centered on open and honest communication.
Investment Style
David works closely with clients to develop disciplined investment strategies which incorporate tax considerations, superannuation, retirement planning and estate planning. His ability to draw on years of experience combined with the disciplines of financial planning and portfolio management ensures the result is a complete wealth management outcome.
Services and Specialties
Financial Planning
Superannuation Advice
Personal Insurance
Wealth Management
Retirement and Estate Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
CFA Level 1
Accredited Derivatives Advisers Level 1
Bachelor of Commerce (Finance)
Accredited Aged Care Professional™
Diploma of Financial Services (Financial Planning)
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Superannuation
Financial Planning
Tax (financial) Adviser
ASIC Financial Advisers Register
Securities
FASEA Financial Adviser Exam
Life Insurance
Margin Lending
Derivatives Level 1
Direct International Equities Trading Adviser
Generic
Managed Investments
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of percentage of fees.
