Max Pagnin
Financial Adviser
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About
Max Pagnin is an ASIC-registered financial adviser based in Liverpool, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Business from UTS (1993) and an Advanced Diploma of Financial Services from Tribeca (2006), Max combines a solid academic foundation with practical industry experience. He further enhanced his expertise by becoming a CPA Financial Planning Specialist with CPA Australia in 2014 and completing an Introduction to SMSF with Kaplan in 2025. As a member of the Association of Independently Owned Financial Professionals (AIOFP) and CPA Australia, Max adheres to the highest ethical standards and remains committed to ongoing professional development. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Max offers tailored advice and solutions in the following key areas: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Max Pagnin today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Max Pagnin offer?
Max Pagnin provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. He is dedicated to creating personalized strategies to help you achieve your financial goals.
What are Max Pagnin's qualifications?
Max holds a Bachelor of Business from UTS, an Advanced Diploma of Financial Services from Tribeca, and is a CPA Financial Planning Specialist with CPA Australia. He also completed an Introduction to SMSF with Kaplan, ensuring he has the knowledge and expertise to provide sound financial advice.
What can I expect during the financial planning process with Max?
During the process, you can expect a thorough assessment of your current financial situation, a clear understanding of your goals, and a tailored financial plan designed to help you achieve those goals. Max will work closely with you every step of the way, providing ongoing support and guidance.
How does Max stay up-to-date with the latest financial regulations?
As a member of the Association of Independently Owned Financial Professionals (AIOFP) and CPA Australia, Max is committed to continuous professional development. He regularly attends industry events and completes ongoing training to ensure he is always up-to-date with the latest financial regulations and best practices.
What types of clients does Max typically work with?
Max works with a diverse range of clients, including individuals and families. He tailors his advice to meet the unique needs of each client, regardless of their stage of life or financial situation.
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