The Financial Planning Association of Australia The Financial Planning Association of Australia

David Cope, AFP®

Name David Cope, AFP®
Company Morgans Financial Limited
Address LEVEL 2
Darwin, NT 0800
Phone 08 8981 9555
Mobile 0405 704 049

"I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals."

David has a Bachelor of Business in Financial Planning degree and has been working in the financial services industry for the past 11 years. He has been a practicing financial planner since 2008 and believes providing financial advice is not about telling people what to do; it’s about identifying the opportunities available to them and guiding them through the decision making process.

Services and specialties

•Personal Insurance (Life, TPD)
•Retirement and Estate Planning
•Self Managed Super Funds
•Superannuation Advice
•Wealth Management

Investment Style

David specialises in providing holistic financial advice for a wide range of clients which includes investments, wealth creation, personal insurance and retirement planning with a special interest in Self Managed Super Funds.

I am a partner of NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits. As a Partner of NT Capital Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.

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