Financial Planner Profile
Name: David Morgan
Qualifications: Diploma of Financial Planning (2003), Financial Planning Association (FPA)
I have been in the financial planning industry since July 1992 after a variety of experiences from being a butcher by trade to mainly being in the mining and construction industries. I have two amazing kids all grown up & taking on the world.
Specialties: Explaining to mums and dads why estate planning is a must and dealing in the small business sector and making them aware of the traps and pitfalls when things don’t go to plan and the consequences it can develop into .