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David Franklin
Investment Adviser
I provide objective advice based on informed analysis to assist my clients to achieve their personal and financial goals
David has been employed in the finance industry for the past five years. David moved to Morgans in early 2018 after being employed as a Wealth Adviser at a national wealth management firm. David has a Diploma in Financial Planning and Professional Diploma in Stockbroking
Investment Style
Working with a team of advisers, David's role is to provide a detailed investment strategy and portfolio construction through fundamental and technical analysis. David's industry experience combined with a broad understanding of the financial markets provides a strong platform to serve the investment needs of clients of Morgans at its Canberra branch.
Services and Specialties
Fixed Interest and Cash Management
Stockbroking
Margin Lending and Gearing Strategies
Wealth Management
Superannuation Advice
Portfolio Administration
Qualifications and Professional Affiliations
Professional Diploma of Stockbroking
Core 1 - Securities & Managed Investments
FPC001B Economic and Legal Context for Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
Diploma of Financial Planning
FPC007B Client Engagement Skills
Associations
No items found.
Competencies
Financial Planning
Managed Investments
Generic
Margin Lending
Securities
Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
