David Codey Email & Phone Number

Brisbane, Australia

I am responsible for Morgans Aged Care Advice Service. My team and I provide specialist aged care financial advice on home and residential aged care to clients of The Public Trustee of Queensland and Morgans advisers, clients and families.I have personal experience navigating the aged care system; having in recent years helped my mother get a level 3 home care package and provider, then move her into residential respite care and soon into permanent residential care.

Brisbane, Queensland

As an executive director of Morgans Financial Limited, one of Australia’s largest national financial services groups; David has been involved in determining group strategy, the growth of the group’s national franchise network, formulating/reviewing a range of business cases and managing group marketing strategy. He has also initiated, negotiated and co-ordinated joint venture arrangements with external professional services partners and government agencies. At an operational level he has conceived, led project development and managed teams for successful new business ventures in financial planning, insurance, self managed and corporate superannuation. He has been directly responsible for the growth and improved profit outcomes for these business units.

Queensland, Australia

Responsible for the sales and marketing of a suite of managed fund products to independent financial advisers.

Brisbane

Developed and managed a client base offering services including; stockbroking advice, transaction execution and portfolio management services.

Queensland

Responsible for the sales and marketing of the PGH range of clay bricks and pavers to builders, landscapers, stockists and the public.

Queensland

Formulated and implemented group marketing strategy, project managed the development of new product initiatives with production, sales and finance teams and managed relationships with advertising agencies.

Accredited Aged Care Professional, Aged Care Financial Advice

Graduate - Australian Institute Of Company Directors Course

Bachelor Of Commerce (B.Comm), Marketing

Education record

Education record