Alexander Rose
Adviser
I believe that the best solutions come from advisers who have engaged with you and understand your needs, objectives and concerns. I am focused on developing tailored advice for my clients and then communicating this in a clear and open manner.
Alex has over 25 years’ experience and works with a select group of families, assisting them to preserve and grow their wealth. With a strong investment background, he now delivers comprehensive investment and strategic advice in collaboration with your other professional partners.
Investment Style
Alex employs a disciplined approach to developing and running investment portfolios. A core focus is the generation of consistent and growing cashflows over time. Through appropriate asset allocation, the portfolios seek to deliver consistent returns with a focus on after tax outcomes. Alex will work with you to develop your understanding of the investment landscape and explore opportunities as they arise.
Services and Specialties
Investment Advice
Superannuation Advice
Philanthropic Services
Financial Planning
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Arts
Tax for Financial Advising
Bachelor of Business (Management)
Graduate Diploma of Applied Finance and Investment
Ethics and Professionalism
Associations
Financial Advice Association Australia (FAAA)
Competencies
Generic
Managed Investments
Securities
Margin Lending
Superannuation
Financial Planning
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 and percentage of fees.
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