Hillross

David Morgan
David Morgan
Principal
Golden West Financial Services. Suite 3B, 27 Old Great Northern Highway, Midland WA 6056

My role is to improve, enhance & complement your financial situation. I take pride in being able to explain the financial planning jargon in easy everyday language, so that you understand why Financial Freedom is so important.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • DipFP
  • Certified Financial Planner - 2003.
  • Have been a HAA (Hillross Advisers Association) Board member since 2009 and currently Vice President.

Areas of
Expertise

Budgeting
Estate planning
Insurance
Investments
Retirement

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 .


David's 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.


Media