David Wright
BA BEcon GDBus GDAppFin
Senior Investment Adviser / Principal
I am dedicated to a 'client first' focus, with a view to building long term relationships. I specialise in strategic, tailored investment solutions to create and preserve wealth.
I have a top down investment style focusing on medium to long-term investment outcomes. I apply a detailed understanding of macro-economic, global and sectoral issues along with fundamental analysis of individual investment opportunities. I believe strongly in the benefits of quality, diversified investment portfolios.
Investment Style
I am a Senior Investment Adviser and Principal of the Spring Hill office. Before joining Morgans I was a Director – Investment Adviser at Goldman Sachs JBWere. I provide advice on Australian equities, international equities, property trusts, fixed interest and hybrid securities, cash, managed funds, options, and warrants.
Services and Specialties
Options and Warrants
Portfolio Administration
Superannuation Advice
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Economics
Graduate Diploma of Business
Ethics and Professional Relationships
Graduate Diploma of Applied Finance
Bachelor of Arts
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Managed Investments
Derivatives Level 1
Margin Lending
Generic
Superannuation
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
