MAX PAGNIN
Financial Adviser · Liverpool, NSW
📚 Qualifications & Training
1993 - Bachelor of Business - Bachelor Degree (AQF 7) - UTS
2006 - Advanced Diploma of Financial Services - - Tribeca
2014 - CPA Financial Planning Specialist - Certificate (AQF 1-4) - CPA Australia
2025 - Introduction to SMSF - Certificate (AQF 1-4) - Kaplan
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.