David Brown
FFin MSAFAA
Senior Adviser - Morgans Wholesale Services
I am dedicated to a 'client first' focus, with a view to building long term relationships.
David is a Senior Investment Adviser and Principal of the Spring Hill office. He has over 40 years in the stockbroking and wealth management industry and is one of the most experienced members of the Brisbane investment advisory fraternity. Before Morgans, David spent 26 years with Goldman Sachs J.B. Were as a Senior Investment Adviser, Executive Director, and State Manager.
Investment Style
David's experience has given him a strong understanding of financial markets and client needs. He has consistently adopted an asset allocation approach to investing, taking into account the needs, objectives and risk profile of clients. He strongly believes in the benefit of quality investments, capital preservation and ongoing risk management of portfolios over the medium to long term.
Services and Specialties
Wealth Management
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Options and Warrants
Stockbroking
Self-Managed Super Funds
Qualifications and Professional Affiliations
Diploma Course
Professional Diploma in Stockbroking
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Fellow of the Financial Services Institute of Australasia
Competencies
Managed Investments
Generic
Superannuation
Securities
Margin Lending
Derivatives Level 1
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. My employer remunerates me by way of percentage of fees. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
