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

David Morgan, CFP®

Name David Morgan, CFP®
Company Golden West Financial Services
Address Suite 3B
27 Old Great Northern Highway
Midland, WA 6056
Phone 08 92505888
Email [email protected]

I have been in the financial planning industry since July 1992 after a variety of experiences from being a butcher by trade to mainly being in the mining and construction industries. I have two amazing kids all grown up & taking on the world.

Specialties: Explaining to mums and dads why estate planning is a must and dealing in the small business sector and making them aware of the traps and pitfalls when things don’t go to plan and the consequences it can develop into .

My ideas of Financial Freedom
'Being able to have the choices and options in life as you never know when something will come along and you can say YES count me in'.

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