"Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation."
Tristan commenced in the financial services industry in 2002 as an accountant specialising in the taxation and audits of Self Managed Superannuation Funds.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
Investment Style
I provide my clients with a full range of investment services and advice including stockbroking, managed investments and superannuation. With my accounting background and analytical approach I assist clients to meet their specific needs and objectives. This is achieved through identifying appropriate structures and strategies with a view to building sustainable portfolios with capital protection both in superannuation and non-superannuation.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, UQ, 2002
- Graduate Diploma (ICAA), Institute of Chartered Accountants, 2005
- Bachelor of Economics, UQ, 2002
- Ethics and Professional Relationships, QUT, 2020
Professional Associations
- Institute of Chartered Accountants Australia
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - North Quay. My employer remunerates me as your adviser by way of percentage of fees.