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David Allen
CFP GradDipFinPlan BBus(BKF, ACC)
Financial Adviser
As a Certified Financial Planner (CFP), David has a keen understanding of the drivers of investment performance, wealth accumulation strategies, tax structures and risk management. David specialises in developing and implementing wealth creation strategies and providing simplicity and clarity to complicated client arrangements.
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
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Self Managed Superannuation Funds
Graduate Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Accredited Derivatives Advisers Level 1
Ethics and Professionalism in Financial Advice
Bachelor of Business (Banking & Finance)
Accredited Aged Care Professional™
Associations
CERTIFIED FINANCIAL PLANNER®
Competencies
Securities
Margin Lending
Generic
Tax (financial) Adviser
Managed Investments
Financial Planning
FASEA Financial Adviser Exam
Life Insurance
Superannuation
Aged Care Accreditation
Derivatives Level 1
ASIC Financial Advisers Register
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.
