"My role is to assist clients to make better decisions about their financial affairs with a focus on maximising cashflow, building assets and utilising super."
David has been advising clients for more than 30 years, during which he has practised as an accountant in public practice and spent four years with Crowe Howarth (WHK Group) as a private client adviser. David joined Morgans as a principal of the Hawthorn Office in 2004.
Services and specialities
- Wealth Management
- Superannuation Advice
- Self-Managed Super Funds
- Retirement and Estate Planning
- Personal Insurance
- Margin Lending and Gearing Strategies
Investment Style
David provides advice on a full range of financial matters. David specialises in self-managed super fund advice and administration.
Industry Education & Experience
Qualifications
- Bachelor of Business (Accounting), Deakin University, 1992
- Diploma of Financial Planning, FPA, 2003
- Certified Practising Accountant, ,
- CERTIFIED FINANCIAL PLANNER®, ,
Professional Associations
- Member of CPA Australia
- Member of the Financial Advice Association Australia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a principal of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a principal, I may be entitled to a share of profits.