We are pleased to launch our new website. Clients can seamlessly access the portal by clicking on the login button located at the top right-hand corner for desktop and left-hand corner menu for mobile.
Tristan Ahlholm
BEc BCom
Private Client Adviser
Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Tristan commenced in the financial services industry in 2002 as an accountant specialising in the taxation and audits of Self Managed Superannuation Funds.
Investment Style
I provide my clients with a full range of investment services and advice including stockbroking, managed investments and superannuation. With my accounting background and analytical approach I assist clients to meet their specific needs and objectives. This is achieved through identifying appropriate structures and strategies with a view to building sustainable portfolios with capital protection both in superannuation and non-superannuation.
Services and Specialties
Stockbroking
Superannuation Advice
Self-Managed Super Funds
Fixed Interest and Cash Management
Portfolio Administration
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Economics
Graduate Diploma (ICAA)
Ethics and Professional Relationships
Bachelor of Commerce
Associations
Institute of Chartered Accountants Australia
Competencies
Securities
Superannuation
Margin Lending
Generic
Managed Investments
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of percentage of fees.
