Alex Tynan

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CA

Authorised Representative: 001270710

Investment Adviser

"I believe that to give good financial advice an adviser needs to fully understand the clients financial needs and lifestyle objectives and be able to communicate clearly to them a plan to meet their goals."

Alex is an Accountant with over 6 years experience in accounting including working for Deloitte. During this time Alex has worked closely with the owners of private clients to build efficiency in their businesses and advise them on their group taxation matters. This experience will strengthen his ability to provide a full wealth management service with regular, easy to understand investment advice.

Investment Style

Alex's specialty is long term portfolio construction and ongoing management of portfolios. He works closely with his clients to fully understand their needs and develop plans that incorporates quality investments providing income and capital growth opportunities appropriate to each client’s needs.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Accountancy), Queensland University of Technology, 2015
  • Chartered Accountant, Chartered Accountants Australia and New Zealand, 2019
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Chartered Accountants Australia and New Zealand (CA)
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Superannuation
  • Securities
  • Managed Investments
  • Financial Planning
Alex Tynan is employed by PATG Pty Ltd, which has a contractual arrangement with Tynan Partners Pty Ltd, that operates the business of Morgans Financial Limited - Tynan Partners. My employer remunerates me as your adviser by way of salary. As a Director of PATG Pty Ltd, I may be entitled to a share of profits.