David Thompson
Investment Adviser
Prior to returning to the Gold Coast, David spent over ten years in institutional sales and trading roles in Sydney for a number of well respected firms including CIMB, Royal Bank of Scotland, Merrill Lynch and Citigroup.
Investment Style
David focuses on long-term portfolio management, but actively seeks to exploit short-term opportunities in equities, derivatives and other asset classes. His investment philosophy is focused on using a range of financial and non-financial parameters to identify undervalued companies, with the objective of achieving substantial growth. Similarly, David seeks to identify other companies which have become overpriced and thereby present shorting opportunities.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
