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Ben Kirkegaard
Investment Adviser
My aim is to establish deep working relationships with my clients to achieve the best outcomes with respect to understanding their individual circumstances, financial goals and objectives.
Ben has more than 25 years' experience in investment and finance, including working for a large hedge fund in London from 1998 until 2007. His qualifications and wealth management experience have provided him with valuable expertise and insight. Ben has the privilege of working with a great selection of clients, including private families, super fund trustees and not-for-profit organisations.
Investment Style
Ben takes a personal approach to the provision of advice, actively engaging with clients to better understand their needs and objectives. Ben then develops investment advice and financial strategies to meet their objectives, in an efficient and risk controlled manner.
Services and Specialties
Margin Lending and Gearing Strategies
Stockbroking
Investment Advice
Options and Warrants
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Diploma of Financial Planning
Bachelor of Commerce
Professional Diploma in Stockbroking
Ethics and Professionalism in Financial Advice
Associations
SMSF Association
Competencies
Financial Planning
Tax (financial) Adviser
Derivatives Level 1
Generic
FASEA Financial Adviser Exam
Superannuation
ASIC Financial Advisers Register
Derivatives Level 3
Securities
Managed Investments
Direct International Equities Trading Adviser
Margin Lending
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.
