David Allen

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

Industry Experience

Sectors Covered

David Allen's previous roles have included

Industry recognition

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™

Accredited Derivatives Adviser Level 2

Associations

CERTIFIED FINANCIAL PLANNER®

Competencies

Securities

Margin Lending

Generic

Managed Investments

Financial Planning

Life Insurance

Superannuation

Derivatives Level 1

Derivatives Level 2

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.