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 registered as a financial adviser 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.
David is based out of the Auckland East office
Forsyth Barr Investment Advice Auckland East
Level One, Building Two, Highbrook Business Park,
60 Highbrook Drive
Auckland East 2013
PO Box 64445, Botany, Auckland 2163
Phone: +64 9 368 0170