David Morgan AFA
Investment Adviser, Auckland

[email protected]

DDI: +64 9 368 0172
Mobile: +64 21 167 9840
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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 accredited 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.

Office Contact Details

Auckland map

Auckland

Forsyth Barr Ltd Auckland
Level 23
Lumley Centre
88 Shortland Street
Auckland Central
Auckland 1010
PO Box: 97, Shortland Street, Auckland 1140
Phone: +64 9 368 0000
Fax: +64 9 368 0092

Secondary Office Details

Auckland East map

Auckland East

Forsyth Barr Ltd Auckland East
Unit D, 2 Amera Place
Huntington Park
East Tamaki
Auckland 2013
PO Box: 97, Shortland Street, Auckland 1140.
Phone: +64 9 368 0170

If you're new to investing or just have a question please call us: 0800 367 227