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David Mahn
BCom, GDipMgtStud ,GDip FP
Private Client Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
David is a former Air Force Officer and has been trading as an investor since 2002. Prior to joining RBS Morgans in 2010, he completed a Bachelor of Commerce, Graduate Diploma in Financial Planning and a Graduate Diploma in Management Studies. David prefers to use technical analysis as a basis for his decision making.
Investment Style
David’s investment advice is tailored towards long term, large capitalisation share holdings, and using exchange traded options to generate income.
Services and Specialties
Stockbroking
Retirement and Estate Planning
Options and Warrants
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Graduate Diploma in Management Studies
Bachelor of Commerce
Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 2
Managed Investments
Financial Planning
Derivatives Level 1
Derivatives Level 3
Securities
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Generic
Tax (financial) Adviser
ASIC Financial Advisers Register
Margin Lending
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 salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
