Max Tynan
Investment Adviser
My goal is to provide clients with honest and clear advice to help them reach their financial and lifestyle objectives. I look to create long term relationships through attentive and transparent communication.
Max is an Investment Adviser with Morgans Tynan Partners. Prior to this, Max began his career as a Chartered Accountant with Deloitte where he worked in their Corporate Finance division. As a CFA® Charterholder, Max is committed to the highest financial and ethical standards.
Investment Style
After taking time to develop a mutually agreed understanding of my client’s position and financial goals, I look to create appropriately structured portfolios to meet these goals with the minimum level of risk required. I have a particular focus on Australian shares, favouring companies with an industry leading position in their respective field. Drawing on my experience and qualifications, I enjoy the constant challenge of identifying attractively priced companies in evolving markets.
Services and Specialties
Self-Managed Super Funds
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Investment advice within Superannuation
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Graduate Diploma of Chartered Accounting
Bachelor of Commerce
CFA® charterholder
Bachelor of Economics
Associations
Chartered Accountants Australia and New Zealand (CA)
Competencies
Managed Investments
Margin Lending
Securities
Superannuation
Generic
I am a partner of Tynan Partners Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Tynan Partners. My employer remunerates me by way of salary. As a Partner of Tynan Partners Pty Ltd, I will be entitled to a share of profits.
Max Tynan is a partner of TPFour, which has a contractual arrangement with Brisbane Tynan Partners Pty Ltd, that operates the business of Morgans Financial Limited - Brisbane Tynan Partners. As a partner of TPFour I am remunerated as your adviser by way of salary and a percentage of fees.
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.
