"I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals."
David has close ties with the Northern Territory, having been born and raised in Darwin. David is a Director of the management company that operates the Darwin office. He has a bachelor of business in Financial Planning and is an SMSF Specialist Adviser (SSA). He has worked in the financial services industry since 2001 and as a practicing financial planner since 2008. David believes providing financial advice is not about telling people what to do; it’s about identifying the opportunities available to them and guiding them through the decision making process.
Services and specialities
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
David specialises in providing holistic financial advice for a wide range of clients which includes investments, wealth creation, personal insurance and retirement planning with a special interest in Self Managed Super Funds.
Industry Education & Experience
Qualifications
- Bachelor of Business (Financial Planning), RMIT, 2007
- Responsible Executive Markets, Stockbrokers Association of Australia, 2015
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- SMSF Specialist Adviser™, SPAA, 2016
Professional Associations
- Specialist Member SMSF Association Australia
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of salary and percentage of fees. As a Director and shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits.