Financial Adviser
· HOBART, TAS
Max Mcqueeney
No disciplinary history on record with ASIC
HOBART,
TAS
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001284475
Max Mcqueeney is a financial adviser based in Hobart, Tasmania, with 5 years of experience in the financial services industry since 2021. Max is currently authorised under Morgans Financial Limited, operating through Morgans Financial. 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 and Bachelor of Economics from University of Tasmania.
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
2018
Bachelor of Business and Bachelor of Economics
University of Tasmania
2020
Graduate Diploma of Financial Planning
Kaplan
2021
Margin Lending Accreditation Program
SAFAA