Stockbroking
Margin Lending and Gearing Strategies
Superannuation Advice
Fixed Interest and Cash Management
Portfolio Administration
Building strong client relationships through a personalised approach to investing with a focus on long-term wealth creation and portfolio management.
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
Stockbroking
Margin Lending and Gearing Strategies
Superannuation Advice
Fixed Interest and Cash Management
Portfolio Administration
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma in Applied Finance and Investment
Bachelor of Commerce
Margin Lending Accreditation Program
Commercial Law
Tax for Financial Advising
Associations
No items found.
Competencies
Managed Investments
Securities
Superannuation
Generic
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.
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