TYNANS - Key Persons
Job Titles:
- Chairman of the Risk Management Committee
- Tax Consultant
Job Titles:
- Lead Client Service Manager
Job Titles:
- Advice and Compliance Manager
Crystal has worked in the financial services industry for over 10 years, having spent the last 7 years providing personal financial advice at a boutique financial planning firm. She is committed to delivering outstanding advice and making a meaningful, positive difference to the life of every client she works with.
Crystal holds a Bachelor of Commerce majoring in Financial Planning and Accounting from Griffith University and is a Certified Financial Planner (CFP®). Crystal was awarded the FPA Financial Planner AFP® of the Year Award in 2019 and the PlanPlus Global Financial Planning Award in 2018.
As the founder of Tynan Mackenzie in 1994, and with over 30 years' experience, David has established himself as a leader in the financial services industry.
David's career began in 1968 at the long established share broking firm of Tynan & Co. After completing a university degree and his post-graduate Professional Year studies, he was admitted as Taxation Partner of the major international accounting firm, Touche Ross & Co (now KPMG), advising private clients on a wide range of investment and taxation issues. Prior to establishing Tynan Mackenzie, David was appointed State Manager of a major investment bank.
Job Titles:
- Member of the Tynans Investment Committee
Dean has over 30 years' experience in financial planning with a proven track record of running medium to large size financial planning practices.
Dean joined Strategic Planning Partners in 1991 and became a partner in 1997. In 2004, he was appointed to the role of Managing Partner. During his time at Strategic Planning Partners, Dean also practiced as a Financial Planner In 2005, he was named best financial planner in Queensland by Adviser Ratings. Following the sale of Strategic Planning Partners to ipac, Dean worked for the ipac group. In 2017, Dean joined Tynans as General Manager.
Dean is a Member of the Tynans Investment Committee and Risk Management & Compliance Committee.
Job Titles:
- Relationship Manager
- Life Member of the Queensland Police Union of Employees
Dennis recently retired from the Queensland Police Service at the rank of Inspector, having served almost 38 years. His career included both metropolitan and county service, with the predominant amount of this time spent in his beloved Far North.
Dennis is a Life Member of the Queensland Police Union of Employees, being elected for almost 20 years within the organisation as a Branch Official, Regional Representative, General Vice President. He performed the role of Acting General President for about 2 years. Dennis was a QSuper Trustee in 2007/08 and is acutely aware of superannuation and the immense importance of superannuation to the Police.
He is acutely interested in seeing retiring police getting the best value from their super. Having retired to Cairns, Dennis enjoys fishing and camping, with his sporting loves being cricket and rugby league. Dennis can be contacted on mobile 0417 615 210.
Job Titles:
- Chairman of the Risk Management Committee
Hugh was a Partner at PricewaterhouseCoopers (PwC) until his retirement in 2006. During this time, he led their Taxation Services practice in Brisbane.
George's career in accounting and financial services commenced more than a decade ago as a Chartered Accountant working for top tier firms, PricewaterhouseCoopers and BDO where he completed his Certificate of Chartered Accounting gaining extensive experience advising large corporate clients.
Following this, he joined a boutique private wealth firm in Brisbane as a Senior Adviser providing strategic advice and ongoing wealth management to successful private clients.
George specialises in advising private clients on superannuation & defined benefit funds, taxation, estate planning, portfolio construction and ongoing wealth management.
Job Titles:
- Lead Client Service Manager
Jim reached the rank of Superintendent in the Queensland Police Service, his last posting being the District Officer in charge of the Cairns Police District. During his police career he served at Innisfail, Mount Isa and Mackay before transferring to the Criminal Investigation Branch in Brisbane where he worked in the Homicide Squad, the Armed hold-up squad and general CIB areas for many years. He was then seconded to the Stewart Royal Commission in Sydney for 2 years working in a multi-discipline team environment for the first time. On returning to Brisbane he was appointed as one of the 7 original investigators at the Fitzgerald Commission of Inquiry, remaining there until the conclusion of the Commission. One of the highlights of his career was being awarded a Churchill Fellowship to study "strategies for combating police corruption" in a number of Overseas countries, including USA, Canada, UK, Hong Kong and Malaysia. Since his retirement from the Queensland Police he has worked for several Financial Advice Companies as a Senior Relationship Manager before joining Tynan's advice in a similar role. Jim is very passionate about helping Police obtain professional, reliable and timely financial advice leading up to their retirement. Jim can be contacted on mobile number 0409 752 260
Margaret has been working in the financial services industry for the last 15 years. Prior to joining the financial services industry Margaret provided high level administrative support and client service within the medical, hospitality and travel industries throughout Australia. Providing excellent client service is paramount to Margaret. Over the years she has built an exceptional rapport with our clients and prospects and continues to do so. Receiving and implementing good quality financial advice to achieve your financial goals to then gain the enjoyment and freedom of a comfortable retirement. Outside of work Margaret loves to spend time with her family and friends. Travel with her husband within Australia and overseas, cooking and involvement in the arts.
Mark commenced his career with Coopers & Lybrand (now PricewaterhouseCoopers) in 1987 where he became a Senior Manager in the Private Client Services Division giving advice to wealthy individuals and private groups.
In 1996, he joined Tynan Mackenzie as a Senior Adviser to private clients, specialising in complex tax and superannuation strategies. In addition to his position as a Senior Adviser, Mark was a member of the Investment Committee and the CFO of Tynan Mackenzie.
Job Titles:
- Adviser
- Certified Financial Planner
Nic has been working in financial services since 2008. He has helped clients navigate different market conditions and believes good planning is grounded in understanding clients goals and objectives. This understanding lays the foundation for the strategy into which clients can then manage the uncertainty of financial markets and their personal situation.
Nic is a Certified Financial Planner® and holds a Bachelor of Commerce, Advanced Diploma of Financial Services, Diploma of Finance and Mortgage Broking and is a Commissioner for Declarations. Nic has experience in providing advice on retirement planning, salary sacrifice, superannuation and defined benefit schemes, personal taxation, debt management, cashflow, estate planning, wealth creation and personal insurance.
Oswaldo has worked within the financial services industry since 2013. In that time, he has worked for both boutique planning firms as well as one of Australia's largest Financial Institutions, and has a wealth of experience that he is passionate about sharing with others.
Oswaldo's expertise centres around providing personalised strategic advice with regard to superannuation, investment and wealth management, portfolio construction, estate planning and retirement planning strategies. He is passionate about assisting professionals, executives, retirees and their families maximise their financial position. No matter their stage in life, he assists his clients to engage in their finances and take control of their financial future. He places a great deal of importance on educating clients and enabling them to understand what changes it will take to live the life that they desire. By navigating them through complex financial situations, he assists them in finding a clear direction and empowers them to make the right decisions for their individual situation.
He believes that the first key to success is having clear goals. This means understanding not only the final outcome but also the individual steps along the way. This can also mean understanding that sometimes our true goals are different to the ideas we have about our future. Oswaldo prides himself on his ability to actively listen to his clients and assist them in identifying their own true goals as well as the means of achieving their objectives.
Oswaldo holds a Bachelor of Business, an Advanced Diploma of Financial Planning and a Certified Financial Planner (CFP®) certification.
Petrina has 25 years' experience in financial planning, specialising in all aspects of retirement planning including superannuation, defined benefit schemes, account-based pensions, Centrelink strategies, portfolio construction and ongoing wealth management. She has a Diploma in Financial Planning and became a CERTIFIED FINANCIAL PLANNER® in 2004. Petrina, whilst based in Townsville, provides personalised, professional advice not only to her local Central, North and Far North Queensland clients but also to her clients living and travelling to other regions in Australia.
Stephen holds a Bachelor of Commerce (UQ), is a Chartered Accountant and was awarded a Graduate Diploma in Financial Planning. He commenced his career as a Chartered Accountant in 1986 and worked for Ernst & Young for 8 years. In 1996, Stephen transitioned into commerce, working as a Manager with Mount Isa Mines until 2001. He has spent a total of 17 years as a financial adviser working with 2 boutique firms, specialising in pre-retirement / retirement planning for individual clients, including extensive experience in defined benefit superannuation advice. Stephen continues to specialise in providing financial advice for individuals in the areas of superannuation, investment and wealth management, portfolio construction and estate planning.