Forsyth Barr - Finance and Investment Adviser

david.morgan@forsythbarr.co.nz | 021 1679 840

David Morgan joined Forsyth Barr in 2018, and has over 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. He provides a full range of broking and advisory services covering New Zealand and global markets.

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.  A long term Franklin resident, David and his wife Jennifer enjoy music, horses and keeping busy on their lifestyle block.