David Codey
BCom GAICD
Adviser & Aged Care Specialist
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
David has been with Morgans since 1987 and holds a Bachelor of Commerce. He has held a range of senior management positions within the group, including; Head of Financial Planning, Head of Marketing and Founding Director of Morgans self-managed superannuation fund administration subsidiary Your Entire Superannuation Solution (YESS). David is currently a Consulting Adviser with Morgans Aged Care Advice Service
Investment Style
David specialises in providing timely, cost-effective advice to clients and their families for home care and residential aged care.
Services and Specialties
Aged Care
Retirement and Estate Planning
Wealth Management
Self-Managed Super Funds
Superannuation Advice
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Specialist
Foundations of Financial Planning Part B: Financial Planning
Bachelor of Commerce
Graduate Member of the Australian Institute of Company Directors
Associations
Australian Institute of Company Directors
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Managed Investments
Superannuation
Life Insurance
Financial Planning
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees.
