David Franklin

David has been employed in the finance industry for the past five years. David moved to Morgans in early 2018 after being employed as a Wealth Adviser at a national wealth management firm. David has a Diploma in Financial Planning and Professional Diploma in Stockbroking

Investment Style

Working with a team of advisers, David's role is to provide a detailed investment strategy and portfolio construction through fundamental and technical analysis. David's industry experience combined with a broad understanding of the financial markets provides a strong platform to serve the investment needs of clients of Morgans at its Canberra branch.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

David Franklin's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Core 1 Securities & Managed Investments Accreditation Program

FPC006 Taxation for Financial Planning

FPC003 Superannuation and Retirement Advice

FPC005 Estate and Succession Planning

FPC008 Investment Advice

RG 146 (Securities & Managed Investments)

FPC001B Economic and Legal Context for Financial Planning

Professional Diploma of Stockbroking

FPC007B Client Engagement Skills

FPC002B Ethics and Professionalism in Financial Advice

Associations

No items found.

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.