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9 years ago
I called up Max out of the blue in need of desperate advice for a illness in the family. He asked me to send through super details and he called funds on my behalf to see what I was entitled to. All with no benefit to him. What a genuine amazing man I highly recommend Max. read more
More info about Altura Financial Planning
Suites 2 & 3
208-210 Northumberland St
Liverpool New South Wales 2170
Australia
Directions
(02) 8776 0104
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Visit Website
http://alturafinancial.com.au
From the Business
Specialties
Specialist in superannuation, investments, retirement planning, life & income protection insurance, key person cover, trauma insurance, budgeting and cash flow management.
History
Established in 2007.
2007 - 2009 - Operated in Pyrmont as an associate of Strategic Private Wealth 2007 - 2015 - Operated in Wetherill Park as Altura Financial Planning, with one financial planner and one full-time staff. 2015 - present - Operating in Parramatta as Altura Financial Planning and with two full-time staff.
Meet the Business Owner: Max P.
The principal of Altura Financial Planning, Max Pagnin, has been in the financial planning industry since 2001, preceded by 7 years as an accountant. Max is a current member of CPA Australia and holds a Bachelor of Business degree from UTS, as well as the Advanced Diploma in Financial Services. Max is passionate about helping people from all walks of life to achieve their financial goals. His diverse client base reflects his expertise in insurance, investments, superannuation and retirement planning. Max has a passion for the outdoors and enjoys activities such as hiking, camping, canyoning, mountaineering, soccer and keeping fit. He also supports a number of local and international children's charities on a regular basis.
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