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David Codey
BCom GAICD
Adviser & Aged Care Specialist
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
David has been with Morgans since 1987 and holds a Bachelor of Commerce. He has held a range of senior management positions within the group, including; Head of Financial Planning, Head of Marketing and Founding Director of Morgans self-managed superannuation fund administration subsidiary Your Entire Superannuation Solution (YESS). David is currently a Consulting Adviser with Morgans Aged Care Advice Service
Investment Style
David specialises in providing timely, cost-effective advice to clients and their families for home care and residential aged care.
Services and Specialties
Self-Managed Super Funds
Financial Planning
Superannuation Advice
Wealth Management
Aged Care
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Commerce
Foundations of Financial Planning Part B: Financial Planning
Graduate Member of the Australian Institute of Company Directors
Accredited Aged Care Specialist
Associations
Australian Institute of Company Directors
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Life Insurance
Generic
ASIC Financial Advisers Register
Tax (financial) Adviser
Financial Planning
Securities
Managed Investments
FASEA Financial Adviser Exam
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees.
