A city skyline at night with a boat in the water.
David Grosser

David Grosser

BAcc CPA MBA DipFinServ
Authorised representative number: 000435774

Financial Adviser

My aim is to help you achieve your investment objectives by creating wealth and protecting capital. I will commit to providing you with clear and considered investment advice and strategy.
Since 1996 David's had a diverse background working within the financial services sector in Australia, London and the Cayman Islands with leading Investment Banks/Fund Managers including Bankers Trust Australia, Chase Manhattan Bank and Fortis Bank. Additionally, as a qualified Accountant, David has worked as Financial Controller for dynamic fast growing companies in diverse industries including IT and Retail.

Investment Style

David specialises in providing comprehensive advice to clients in all areas of strategic financial planning and investments (equities, fixed interest and superannuation). His focus is on medium to long term investing across all asset classes.

Services and Specialties

Superannuation Advice
Wealth Management
Fixed Interest and Cash Management
Self-Managed Super Funds

Qualifications and Professional Affiliations

Ethics and Professional Relationships
Bachelor of Accounting
Master of Business Administration (MBA)
Diploma of Financial Services


Certified Practising Accountant
Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Financial Planning
Derivatives Level 1
Margin Lending
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of percentage of fees.