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David Heath
MSIAA
Senior Private Client Adviser
I provide you with objectivity and guidance to help you make meaningful decisions.
David is a private client adviser actively involved in stockbroking since 1970 and an adviser since 1984. He has extensive experience in a broad range of financial services and specialises in Australian Equities with a very good knowledge of the many ASX listed companies.
Investment Style
David provides his clients with access to a full range of stockbroking services, combining analysis and research with a common sense approach to investing. David seeks to meet a client's financial goals by looking for medium to long-term opportunities in both yield and growth securities.
Services and Specialties
Fixed Interest and Cash Management
Stockbroking
Options and Warrants
Wealth Management
Investment Advice
Portfolio Administration
Qualifications and Professional Affiliations
RG146
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Managed Investments
Securities
Margin Lending
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Tax (financial) Adviser
Generic
FASEA Financial Adviser Exam
Derivatives Level 1
I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees.
