Ray Walter

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Authorised Representative: 000466075

Financial Adviser

"I firmly believe an advisory relationship is one that evolves and accordingly a good deal of time is spent with my clients building high level mutual understanding and trust"

Ray is a Director and Shareholder of Tynan Partners. Ray has more than 30 years of experience in investment and finance, most recently with Wilson HTM, where he worked as a financial adviser for 16 years.

Services and specialities

  • Financial Planning
  • Investment advice within Superannuation
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Ray bases his advice on a financial target that has been agreed on with his clients. Flexible, ongoing strategies are put in place to maximise the chances of achieving the required target with the minimum level of risk possible.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce, University of Queensland, 1994
  • CERTIFIED FINANCIAL PLANNERĀ®, -, 1998
  • Diploma of Financial Planning, -, 1998
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
Ray Walter is employed by Together Advice Partners Pty Ltd, which has a contractual arrangement with Tynan Partners Pty Ltd, which operates the business of Morgans Financial Limited - Tynan Partners. My employer remunerates me as your adviser by way of salary. As a shareholder of Together Advice Partners Pty Ltd, I may be entitled to a share of profits.