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David Oliphant
BCom GDipAppFinInv
Senior Investment Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
David has been working in the finance industry since 1994, the majority of which has been spent as a Private Client Adviser at JM Financial Group. He has also worked with Bankers Trust and Deutsche Bank.
He holds a Bachelor of Commerce degree from the University of Melbourne and also a Graduate Diploma of Applied Finance from FINSIA.
Investment Style
David focuses on long term portfolio management in Australian equities to provide either growth or income, or a balanced approach depending on individual circumstances.
Services and Specialties
Stockbroking
Wealth Management
Portfolio Administration
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance & Investment
Bachelor of Commerce
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
FASEA Financial Adviser Exam
Margin Lending
Tax (financial) Adviser
Direct International Equities Trading Adviser
Managed Investments
Derivatives Level 1
Generic
ASIC Financial Advisers Register
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
