David Leslie

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BCom DipFS(FP) AFP®

Authorised Representative: 000322049

Senior Financial Planner / Director - Newcastle

"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.

Services and specialities

  • Financial Planning
  • Wealth Management
  • Superannuation Advice
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Personal Insurance

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.

Industry Education & Experience

Qualifications
  • Accredited Aged Care Professional™, Aged Care Steps, 2017
  • CFA Level 1, CFA Institute, 2014
  • Bachelor of Commerce (Finance), University of Newcastle, 2012
  • Diploma of Financial Services (Financial Planning) , Mentor Education, 2006
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2016
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me as your adviser by way of salary. As a shareholder of Cranium Financial Pty Ltd, I may be entitled to a share of profits.