David Driscoll

David has been employed in the financial services industry since the late 1990s, primarily in stockbroking and investment portfolio management. He currently has a Bachelor of Commerce and a Graduate Diploma of Applied Finance and Investment.

Investment Style

Consider all asset classes to determine the most appropriate asset allocations for each client's needs and risk profile. Investments include direct shares, managed funds, exchange traded funds, listed investment companies, fixed interest and term deposits.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Superannuation Advice

Stockbroking

Industry Experience

Sectors Covered

David Driscoll's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending Accreditation Program

Bachelor of Commerce

Graduate Diploma in Applied Finance and Investment

Associations

FINSIA

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Superannuation

Securities

Generic

Managed Investments

Margin Lending

I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of percentage of fees.

I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.