David Morgan
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?

& Memberships

  • DipFP
  • Certified Financial Planner - 2003.
  • Have been a HAA (Hillross Advisers Association) Board member from 2009 and served for 7 years.
  • From 2013 I served as Vice President.

Areas of

Estate planning

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.