David Allen

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CFP GradDipFinPlan BBus(BKF, ACC)

Authorised Representative: 001000275

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.

Services and specialities

  • Financial Planning
  • Retirement and Estate Planning
  • Self-Managed Super Funds
  • Superannuation Advice
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Banking & Finance), QUT, 2009
  • Graduate Diploma of Financial Planning, Kaplan, 2012
  • CERTIFIED FINANCIAL PLANNER®, FPA, 2012
  • Self Managed Superannuation Funds, Kaplan, 2017
  • Accredited Aged Care Professionalâ„¢, Aged Care Steps, 2022
  • Margin Lending Accreditation Program, Deakin Prime, 2014
  • Ethics and Professionalism in Financial Advice, Kaplan, 2020
  • Accredited Derivatives Advisers Level 1 , Kaplan, 2023
Approved Competencies
  • Generic
  • Securities
  • Managed Investments
  • Superannuation
  • Financial Planning
  • Life Insurance
  • Margin Lending
  • Derivatives Level 1
I am employed by Tynan Partners Pty Ltd which operates the business of Morgans Financial Limited - Tynan Partners. My employer remunerates me by way of salary and percentage of fees.