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 .

Financial Planning Services:

  • Budgeting
  • Estate planning
  • Insurance

  

  • Investments
  • Retirement