Max Tynan

alt

Authorised Representative: 000468544

Investment Adviser

"My goal is to provide clients with honest and clear advice to help them reach their financial and lifestyle objectives. I look to create long term relationships through attentive and transparent communication."

Max is an Investment Adviser with Morgans Tynan Partners. Prior to this, Max began his career as a Chartered Accountant with Deloitte where he worked in their Corporate Finance division. As a CFA® Charterholder, Max is committed to the highest financial and ethical standards.

Services and specialities

  • Fixed Interest and Cash Management
  • Investment advice within Superannuation
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

Investment Style

After taking time to develop a mutually agreed understanding of my client’s position and financial goals, I look to create appropriately structured portfolios to meet these goals with the minimum level of risk required. I have a particular focus on Australian shares, favouring companies with an industry leading position in their respective field. Drawing on my experience and qualifications, I enjoy the constant challenge of identifying attractively priced companies in evolving markets.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce, University of Queensland, 2008
  • Bachelor of Economics, University of Queensland, 2008
  • Chartered Financial Analyst, CFA Institute, 2016
  • Ethics and Professional Relationships, QUT, 2020
  • Graduate Diploma of Chartered Accounting, Chartered Accountants Australia and New Zealand, 2011
Professional Associations
  • Chartered Accountants Australia and New Zealand (CA)
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
Max Tynan is a partner of TPFour, which has a contractual arrangement with Tynan Partners Pty Ltd, that operates the business of Morgans Financial Limited - Tynan Partners. As a partner of TPFour I am remunerated as your adviser by way of salary and a percentage of fees.