Summary

A leading financial adviser specialising in risk planning and portfolio strategies, Max carries mission of helping more people improve their financial wellbeing, so they will be able to live their lives to the fullest. Max provides specialist advice to professionals, business owners and property investors, assisting them make the best decisions to protect their income, assets, business revenue and ownership from occupational risks, unexpected life events and critical illnesses. Migrating to Australia from China in 2002, with a second-hand Toyota and less than $2,000 in his pocket, Max started his career in Australian financial services industry early 2004 in Sydney as a commission bas

Focus Areas

• Income Protection
• Life Insurance
• Superannuation

Education

ADFP - Advanced Diploma of Financial Planning

Master degree in business, Adv Dip Fin Planning