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David Leslie

Morgans Financial Ltd

Gold
16 Yrs Experience
Charlestown, NSW 2290

"My purpose is to enrich your life. I do this through applying my specialist skills to help you achieve your goals"

David is a highly knowledgeable and experienced financial adviser with extensive expertise in working with a diverse range of clients. He enjoys helping clients to achieve more confidence, more freedom and more security through creating wealth and minimising uncertainty. He emphasizes clients taking control of their financial future and provides direction in practical financial management, technical areas of retirement planning and tax, and management of investments. He prides himself on strong relationships with his clients centered around open and honest communication.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce (Finance)
  • Language spoken
    • English

Morgans Financial Ltd

Suite 2, 12 Smith St
Charlestown, NSW 2290

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410