David Burgess | Adelaide, SA | Morgan Stanley Australia

My Story and Services

In a career spanning over 20 years, David has established himself as a deeply knowledgeable and trusted financial adviser. His journey in the financial sector is marked by a relentless commitment to excellence and integrity, driven by the understanding of the immense trust his clients place in him to manage their most significant assets.

David's approach to wealth management is both personalised and research-driven, emphasising the importance of genuine relationships to fully comprehend his clients' needs.

This approach, combined with his high standards, ensures that each client receives advice that is not only tailored to their unique situation but also grounded in extensive market analysis and strategic planning.

Holding a degree in Mathematics and Computer Sciences, along with a Graduate Diploma in Financial Planning, and accreditation as a Derivatives Adviser, David brings a robust technical and analytical foundation to his work. His strong mathematical background is the cornerstone of his disciplined and process-driven methodology, ensuring that wealth management strategies are both logical and effective.

Beyond his professional endeavors, David's commitment to community and development is evident through his involvement as a prior board member of Catherine House and a current board member of the Kensington District Cricket Club. This blend of professional expertise and community engagement underscores David's multifaceted approach to leadership and financial guidance.

Services Include

High Net Worth Investing
Advice for Not-for-Profit Organisations
Portfolio Management
International Investing
Discretionary Portfolios
Socially and Environmentally Responsible Investing
Investment Implementation

Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.

You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.

Client Service Team

Monica Maher - Senior Manager

Phone:

(02) 9770 1132(02) 9770 1132

Email:Monica.Maher@morganstanley.com

Rebecca Chow - Client Service Associate

Phone:

(08) 8468 6165(08) 8468 6165

Email:Rebecca.Chow@morganstanley.com

Location

2 King William Street

Level 4

Adelaide

SA 5000

Direct:

(08) 8468 6162(08) 8468 6162

Wealth Management

Global Investment Office

Portfolio Insights

Read "On the Markets"

Discretionary Portfolios

Professional portfolio management to minimise your administrative burden

Professional management within agreed parameters
Reduce time spent approving transactions
Avoid conflicts of interest – senior executives and consultants

The Benefits of Discretionary Portfolios

Managing a sophisticated investment portfolio can easily become a full-time job. For time-poor investors, there are alternatives.

Tax Planning

Careful consideration of the tax implications of investing

Income versus capital gain
Franking credits
Superannuation

The Benefits of Tax Planning

For most investors, reaping the greatest benefit from your investments involves at least some focus on the impact of taxation.

Pre-liquidity Event

Optimising your exit strategy through proper planning

Tax implications
Investment strategy
Estate planning
Philanthropy

Preparing for a Liquidity Event

Selling your business may be one of the most impactful financial decisions you make. Careful planning is essential.

International Investing

Helping you achieve the right balance of risk and return through a carefully constructed global portfolio

Diversification through strategic asset allocation
Direct assets versus managed investments
Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)

Reducing Risk Through International Investing

If you invest exclusively in the Australian market, you could be exposing yourself to greater risk.

Portfolio Management

Building portfolios on robust statistical analysis and quality research

Asset allocation
Investment selection
Detailed performance reporting and portfolio review

Golden Rules for Every Investor

Even if you’re a seasoned investor, boost your acumen with these key investing concepts.

General Investment Advice

Working closely with you to guide your investment decisions through all market conditions.

Asset management
Traditional investments
Alternative Investments

Misconceptions about Alternative Investments

Many investors consider alternatives to be too risky or volatile. But the truth about these increasingly popular investments may surprise you.

High Net Worth Investing

Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.

Investment structures
Risk management
Philanthropy

A New Paradigm for Family Wealth Planning

Ultra-high-net-worth families are taking steps to steward the family wealth – and harmony.

Superannuation and Retirement Planning

Working with you to understand your life goals and develop a truly personalised wealth strategy.

Superannuation accumulation
Retirement income strategies
Annuities

Overcoming Your Five Biggest Retirement Challenges

Having a plan of action for when you start drawing down your investments is vital – here are some things to consider.

Wealth Transfer and Estate Planning

Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.

Trusts and other investment structures
Insurance
Family dynamics
Philanthropy

The One Conversation You Should Be Having

Many of us fail to make plans to deal with incapacity but avoiding the topic simply means we’re unprepared for outcomes that, intellectually, we know are quite likely.

Financial Planning

Helping you reach your goals through a flexible strategy designed to grow with you.

Cashflow Planning
Building and Protecting Wealth
Retirement Planning

How to Break the Ice Around Family Finances

Navigate the money taboo and get together around what really matters—your family.

Ready to start a conversation? Contact David Burgess today.

All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.

The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.

Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.

Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.