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 small group of families combining strategic and direct investment advice to preserve and build family wealth. Alex will focus on diversification through asset allocation and seeks to maximise after tax returns for families by combining appropriate investments to underlying investment structures.
Investment Style
Alex employs a disciplined process of building a high quality asset base focused on generating consistent and growing cashflows through time. Alex will focus on diversification through asset allocation and seeks to maximise after tax returns for families by combining appropriate investments to underlying investment structures.
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.
