David Cleal

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CPA CFP®

Authorised Representative: 000282483

Senior Private Client Adviser

"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 20 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 Camberwell Office in 2004.

Services and specialities

  • Margin Lending and Gearing Strategies
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

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
  • Tax (Financial) Adviser
  • Member of CPA Australia
  • Member of the Financial Planning Association of Australia
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Camberwell. My employer remunerates me as your adviser by way of percentage of fees. As a Partner of Managing Wealth Pty Ltd, I will be entitled to a share of profits.