Alex Tynan
CA
Investment Adviser
I believe that to give good financial advice an adviser needs to fully
understand the clients financial needs and lifestyle objectives and be able to communicate clearly to them a plan to meet their goals.
Alex is an Accountant with over 6 years experience in accounting including working for Deloitte. During this time Alex has worked closely with the owners of private clients to build efficiency in
their businesses and advise them on their group taxation matters. This experience will strengthen his ability to provide a full wealth management service with regular, easy to understand investment advice.
Investment Style
Alex's specialty is long term portfolio construction and ongoing management of portfolios. He works closely with his clients to fully understand their needs and develop plans that incorporates quality investments providing income and capital growth opportunities appropriate to each client’s needs.
Services and Specialties
No items found.
Qualifications and Professional Affiliations
Bachelor of Business (Accountancy)
Ethics and Professional Relationships
Chartered Accountant
Associations
Chartered Accountants Australia and New Zealand (CA)
Competencies
Generic
Financial Planning
Margin Lending
Superannuation
Securities
Managed Investments
I am employed by Tynan Partners Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Tynan Partners. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
Alex Tynan is employed by PATG Pty Ltd, which has a contractual arrangement with Tynan Partners Pty Ltd, that operates the business of Morgans Financial Limited - Tynan Partners. My employer remunerates me as your adviser by way of salary. As a Director of PATG Pty Ltd, I may be entitled to a share of profits.
Referrals are important to our business and are greatly appreciated. Note: Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
