My passion is to help ordinary people achieve financial success
A leading financial adviser specialising in risk planning and property strategy, Max carries mission of helping more people improve their financial wellbeing so they will be able to live their lives to the fullest.
With past experience in personal insurance, mortgage and lending, and property investment, Max started OzDream in 2012. Max provides specialist advice to busy professionals, business owners and property investors, assisting them make the best decisions in terms of protecting their income, assets, business revenue and ownership from occupational risks, unexpected life events and critical illnesses as well as creating wealth.
Max has a Masters degree in Business from Griffith University and Advanced Diploma in Financial Planning. His area of expertise includes:
- Life, TPD, Trauma and Income Protection insurance
- Business and key person insurance
- Risk management
- Property investment strategy
Max is a member of Australian Association of Financial Advisers and a Justice of the Peace (Qualified).
07 3189 3315