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

David Oliphant

BCom GDipAppFinInv
Authorised representative number: 000445103

Senior Investment Adviser

I provide objective advice based on informed analysis, prudent judgement and diligent effort.
David has been working in the finance industry since 1994, the majority of which has been spent as a Private Client Adviser at JM Financial Group. He has also worked with Bankers Trust and Deutsche Bank. He holds a Bachelor of Commerce degree from the University of Melbourne and also a Graduate Diploma of Applied Finance from FINSIA.

Investment Style

David focuses on long term portfolio management in Australian equities to provide either growth or income, or a balanced approach depending on individual circumstances.

Services and Specialties

Wealth Management
Portfolio Administration
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Graduate Diploma of Applied Finance & Investment
Bachelor of Commerce


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Managed Investments
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.