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Ray Walter
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.
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.
Services and Specialties
Superannuation Advice
Self-Managed Super Funds
Investment advice within Superannuation
Financial Planning
Retirement and Estate Planning
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Bachelor of Commerce
Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Associations
No items found.
Competencies
Securities
Margin Lending
Generic
Superannuation
Managed Investments
Life Insurance
Financial Planning
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. As a shareholder of Tynan Partners Pty Ltd, I may be entitled to a share of profits.
Any advice in this e-mail is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
