Browsing public site

David Morgan, AFA

Investment Adviser
David  Morgan, AFA


DDI: +64 9 368 0172

Mobile: +64 21 167 9840

About David

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

David ’s Disclosure statement (40 KB)

David is based out of the Auckland East office

Forsyth Barr Ltd Auckland East
Unit D
Corner Ti Rakau and Huntington Drives
Auckland East 1140

PO Box: 97, Shortland Street, Auckland 1140
Phone: +64 9 368 0170