Max McQueeney
Financial Adviser
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About
Max Mcqueeney is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Max holds a Bachelor of Business and a Bachelor of Economics from the University of Tasmania (2018), along with a Graduate Diploma of Financial Planning from Kaplan (2020). Furthering his expertise, Max completed the Margin Lending Accreditation Program with SAFAA in 2021. Max is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This allows him to offer holistic strategies designed to protect and grow your wealth, no matter your stage of life. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Whether you are planning for retirement, seeking to optimize your investments, or need advice on protecting your assets with insurance, Max can help. Contact Max today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Max Mcqueeney offer?
Max Mcqueeney provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He offers tailored strategies to help you achieve your financial goals, whether it's retirement planning, investment optimization, or asset protection.
What qualifications does Max Mcqueeney have?
Max holds a Bachelor of Business and a Bachelor of Economics from the University of Tasmania, a Graduate Diploma of Financial Planning from Kaplan, and Margin Lending Accreditation from SAFAA.
What can I expect during my first consultation with a financial advisor?
During your initial consultation, we will discuss your current financial situation, your goals, and any concerns you may have. This helps us understand your needs and develop a personalized financial plan tailored to your specific circumstances.
How can a financial advisor help me with retirement planning?
A financial advisor can assist you in creating a comprehensive retirement plan by assessing your current savings, projecting future income needs, and developing an investment strategy to help you achieve your retirement goals. We can also provide advice on superannuation and other retirement-related matters.
Why should I choose Max Mcqueeney as my financial advisor?
Max Mcqueeney offers personalized and comprehensive financial advice, backed by strong qualifications and a commitment to helping clients achieve their financial aspirations. His client-focused approach and extensive knowledge ensure that you receive tailored strategies to suit your unique circumstances.
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