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David Allen

David Allen

CFP GradDipFinPlan BBus(BKF, ACC)
Authorised representative number: 001000275

Financial Adviser

As a Certified Financial Planner (CFP), David has a keen understanding of the drivers of investment performance, wealth accumulation strategies, tax structures and risk management. David specialises in developing and implementing wealth creation strategies and providing simplicity and clarity to complicated client arrangements.
David has more than 15 years experience in investment and finance. His qualifications and wealth management experience have provided him with valuable expertise and insight. David has the privilege of working with a great selection of clients, including private families, super fund trustees and not-for-profit organisations.

Investment Style

David takes a personal approach to the provision of advice, actively engaging with clients to better understand their needs and objectives. David then develops structural advice and financial strategy to meet those objectives, in an efficient and risk controlled manner.

Services and Specialties

Retirement and Estate Planning
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Wealth Management

Qualifications and Professional Affiliations

Margin Lending Accreditation Program
Self Managed Superannuation Funds
Graduate Diploma of Financial Planning
Accredited Derivatives Advisers Level 1
Ethics and Professionalism in Financial Advice
Bachelor of Business (Banking & Finance)
Accredited Aged Care Professional™




Margin Lending
Managed Investments
Financial Planning
Life Insurance
Derivatives Level 1
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.