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Max McQueeney
BBus BEc GradDipFP
Private Client Adviser
I take a holistic approach to help clients meet their financial planning and wealth creation goals, whilst considering their overall position and risk tolerance.
Having represented Australia in multiple World Rowing Championships, Max brings the same level of commitment and dedication when working with clients to achieve their goals. Before joining Morgans, Max worked at a highly regarded accounting firm which provided valuable experience and understanding of tax structures and company financials, further developing his strong analytical skills.
Investment Style
Max believes that successful investing involves significant research, patience and conviction. When selecting investments, Max applies criteria that have proven to identify high quality investments with attractive long-term prospects. After gaining a thorough understanding of a client’s goals, objectives and overall financial situation, Max develops investment and financial planning strategies to deliver solutions tailored to those needs.
Services and Specialties
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Financial Planning
Retirement and Estate Planning
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Business and Bachelor of Economics
Margin Lending Accreditation Program
Associations
No items found.
Competencies
Superannuation
Managed Investments
ASIC Financial Advisers Register
Margin Lending
Direct International Equities Trading Adviser
Tax (financial) Adviser
Financial Planning
Generic
FASEA Financial Adviser Exam
Life Insurance
Securities
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary.
