Financial Adviser
· LIVERPOOL, NSW
Max Pagnin
No disciplinary history on record with ASIC
LIVERPOOL,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252864
Max Pagnin is a financial adviser based in Liverpool, New South Wales, with 22 years of experience in the financial services industry since 2004. Max is currently authorised under Bluewater Financial Advisors. Max holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Max's qualifications include a Bachelor of Business from UTS. Max is a member of Association of Independently Owned Financial Professionals (AIOFP) and CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business
UTS
2006
Advanced Diploma of Financial Services
Tribeca
2014
CPA Financial Planning Specialist
CPA Australia
2025
Introduction to SMSF
Kaplan