David Morgan joined Forsyth Barr in 2018, and has almost 20 years of experience in the financial services industry in both the United Kingdom and New Zealand.
David is an Authorised Financial Adviser (2011) and is currently working towards accreditation as an NZX Adviser. He holds a Bachelor of Science (Hons) in Biological Science, as well as the National Certificate in Financial Services (Financial Advice) Level 5.
David is passionate about helping clients achieve their goals through effective investment planning. Over the years David has developed enduring relationships with his clients based on trust and a shared understanding of portfolios. Outside work David and his wife Jennifer enjoy music, horses and keeping busy on their lifestyle block.