Investment Adviser
Current
Sep 2018 - Present
AeroLeads people directory · profile
David Morgan Email & Phone Number
Investment Adviser
at
Forsyth Barr Limited
1 work email found
@spicers.co.nz
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Adviser
Location
Auckland, New Zealand
Company size
Who is David Morgan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Morgan is listed as Investment Adviser at Forsyth Barr Limited, a with 292 employees, based in Auckland, New Zealand. AeroLeads shows a work email signal at spicers.co.nz and a matched LinkedIn profile for David Morgan.
David Morgan previously worked as Financial Adviser (AFA) at Advicefirst Limited and Financial Adviser at Spicers Portfolio Management Limited. David Morgan holds Bsc (Hons), Biological Sciences from University Of The West Of England.
Company email context
Email format at Forsyth Barr Limited
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{first}.{last}@spicers.co.nz
86% confidence
AeroLeads found 1 current-domain work email signal for David Morgan. Compare company email patterns before reaching out.
Profile bio
About David Morgan
David Morgan is a Investment Adviser at Forsyth Barr Limited. He possess expertise in financial advisory, strategic financial planning, pensions, wealth management, relationship management and 9 more skills.
Listed skills include Financial Advisory, Strategic Financial Planning, Pensions, Wealth Management, and 10 others.
Current workplace
David Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
Forsyth Barr Limited
5 roles · 24 years
David Morgan work experience
A career timeline built from the work history available for this profile.
Financial Adviser (Afa)
Advicefirst Limited
AdviceFirst is a financial advice business providing a full range of personal financial services. AdviceFirst is part of the AMP New Zealand group of companies and joined forces with Spicers Portfolio Management in 2017. My areas of expertise include Investment advice, Portfolio Management and Financial Planning.
Oct 2017 - Sep 2018
Financial Adviser
Spicers Portfolio Management Limited
Spicers Portfolio Management was a specialist financial and investment advice business with offices accross New Zealand. Previoulsy part of the AXA group of companies, Spicers became part of AMP in 2011. Spicers joined forces with AdviceFirst Limited, another AMP company in 2017.
Jan 2007 - Oct 2017
Pensions Specialist
Providing technical support to industry professionals and customers with regard to executive pensions and other structured superannuation products.
Jun 2002 - Jan 2007
Recruitment Consultant
Ata Selection
2003 - 2004
~1 yr
Team & coworkers
Colleagues at Forsyth Barr Limited
Other employees you can reach at forsythbarr.co.nz. View company contacts for 292 employees →
J(
Jinxin (Terry) Feng
Colleague at Forsyth Barr LimitedAuckland, New Zealand
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MS
Mark Steele
Colleague at Forsyth Barr LimitedAuckland, New Zealand
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AJ
Annabelle Jarratt
Colleague at Forsyth Barr LimitedAuckland, New Zealand
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JA
John Andrews
Colleague at Forsyth Barr LimitedNew Zealand
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VG
Vivian Gu
Colleague at Forsyth Barr LimitedAuckland, New Zealand
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DO
Dillon O'Sullivan
Colleague at Forsyth Barr LimitedNew Zealand
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VL
Vivian Leung
Colleague at Forsyth Barr LimitedAuckland, New Zealand
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DW
Dale Walden
Colleague at Forsyth Barr LimitedCanterbury, New Zealand
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LY
Lillian Yu, Cfa
Colleague at Forsyth Barr LimitedNew Zealand
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GK
Gavin Kennedy
Colleague at Forsyth Barr LimitedWellington, New Zealand
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Jinxin (Terry) Feng
Colleague at Forsyth Barr LimitedAuckland, New Zealand
View →
MS
Mark Steele
Colleague at Forsyth Barr LimitedAuckland, New Zealand
View →
AJ
Annabelle Jarratt
Colleague at Forsyth Barr LimitedAuckland, New Zealand
View →
JA
John Andrews
Colleague at Forsyth Barr LimitedNew Zealand
View →
VG
Vivian Gu
Colleague at Forsyth Barr LimitedAuckland, New Zealand
View →
DO
Dillon O'Sullivan
Colleague at Forsyth Barr LimitedNew Zealand
View →
VL
Vivian Leung
Colleague at Forsyth Barr LimitedAuckland, New Zealand
View →
DW
Dale Walden
Colleague at Forsyth Barr LimitedCanterbury, New Zealand
View →
LY
Lillian Yu, Cfa
Colleague at Forsyth Barr LimitedNew Zealand
View →
GK
Gavin Kennedy
Colleague at Forsyth Barr LimitedWellington, New Zealand
View →
2 education records
David Morgan education
Bsc (Hons), Biological Sciences
High School
Tasker Milward
FAQ
Frequently asked questions about David Morgan
Quick answers generated from the profile data available on this page.
What company does David Morgan work for?
David Morgan works for Forsyth Barr Limited.
What is David Morgan's role at Forsyth Barr Limited?
David Morgan is listed as Investment Adviser at Forsyth Barr Limited.
What is David Morgan's email address?
AeroLeads has found 1 work email signal at @spicers.co.nz for David Morgan at Forsyth Barr Limited.
Where is David Morgan based?
David Morgan is based in Auckland, New Zealand while working with Forsyth Barr Limited.
What companies has David Morgan worked for?
David Morgan has worked for Forsyth Barr Limited, Advicefirst Limited, Spicers Portfolio Management Limited, Axa, and Ata Selection.
Who are David Morgan's colleagues at Forsyth Barr Limited?
David Morgan's colleagues at Forsyth Barr Limited include Jinxin (Terry) Feng, Mark Steele, Annabelle Jarratt, John Andrews, and Vivian Gu.
How can I contact David Morgan?
You can use AeroLeads to view verified contact signals for David Morgan at Forsyth Barr Limited, including work email, phone, and LinkedIn data when available.
What schools did David Morgan attend?
David Morgan holds Bsc (Hons), Biological Sciences from University Of The West Of England.
What skills is David Morgan known for?
David Morgan is listed with skills including Financial Advisory, Strategic Financial Planning, Pensions, Wealth Management, Relationship Management, Portfolio Management, Asset Management, and Banking.
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