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David Driscoll

David Driscoll

Financial Adviser

Morgans Financial Limited - Perth (operated by RBSM Perth Pty Ltd)
Perth, WA 6000

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About

David Driscoll is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Bachelor of Commerce from Curtin University of Technology (1999) and a Graduate Diploma in Applied Finance and Investment from FINSIA (2003), David brings a wealth of knowledge and experience to his practice. Further qualifications in Margin Lending (Stockbrokers Association of Australia, 2010) and upcoming studies in Commercial Law and Tax for Financial Advising (Kaplan Professional, 2025) demonstrate his commitment to ongoing professional development. David is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He focuses on creating personalized strategies to help clients build and protect their wealth. Key services include: • Superannuation advice to help you plan for a comfortable retirement • Wealth management strategies tailored to your individual needs and goals • Guidance on investing in securities and government debt securities to diversify your portfolio • Comprehensive financial planning to help you achieve your long-term objectives Ready to take control of your financial future? Contact David today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth accumulation Investment portfolio construction Retirement planning Securities investment Government debt securities

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000260072

Verify on MoneySmart Register

Frequently Asked Questions

What services does David Driscoll offer?

David Driscoll specializes in providing comprehensive financial advice, including superannuation advice, wealth management strategies, and guidance on investments in securities and government debt securities. He can help you create a tailored plan to achieve your financial goals.

What qualifications does David Driscoll have?

David holds a Bachelor of Commerce from Curtin University of Technology and a Graduate Diploma in Applied Finance and Investment from FINSIA. He also has qualifications in Margin Lending and is currently undertaking studies in Commercial Law and Tax for Financial Advising.

How does David Driscoll approach financial planning?

David takes a personalized approach, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He then develops a customized financial plan to help them achieve their objectives.

What can I expect during my first consultation with David Driscoll?

During your initial consultation, David will discuss your current financial situation, your goals, and your concerns. This meeting will help him understand your needs and determine how he can best assist you. It's a great opportunity to ask questions and learn more about his services.

Can David Driscoll help me with my superannuation?

Yes, David provides expert advice on superannuation, including contribution strategies, investment options, and retirement planning. He can help you optimize your superannuation to ensure a comfortable retirement.

Get in Touch

Contact David directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.