"Building strong client relationships through a personalised approach to investing with a focus on long-term wealth creation and portfolio management."
David has been employed in the financial services industry since the late 1990s, primarily in stockbroking and investment portfolio management. He currently has a Bachelor of Commerce and a Graduate Diploma of Applied Finance and Investment.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Superannuation Advice
Investment Style
Consider all asset classes to determine the most appropriate asset allocations for each client's needs and risk profile. Investments include direct shares, managed funds, exchange traded funds, listed investment companies, fixed interest and term deposits.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Curtin University of Technology, 1999
- Graduate Diploma in Applied Finance and Investment, FINSIA, 2003
- Margin Lending Accreditation Program, Deakin Prime, 2010
Professional Associations
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.