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David Cleal
BBus(Acc) CPA CFP®
Senior Adviser/ Branch Principal
"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.
Investment Style
David provides advice on a full range of financial matters. David specialises in self-managed super fund advice and administration.
Services and Specialties
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Personal Insurance
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Business (Accounting)
Certified Practising Accountant
Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Associations
Member of CPA Australia
Member of the Financial Advice Association Australia
Competencies
Managed Investments
Securities
Tax (financial) Adviser
Financial Planning
Margin Lending
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Life Insurance
FASEA Financial Adviser Exam
Superannuation
Generic
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of percentage of fees. As a Principal of Managing Wealth Pty Ltd, I may be entitled to a share of profits.
