Max brings over fifteen years of financial services experience to Ginkgo Private, spanning private client advice, institutional compliance, and independent investment research. Before co-founding the firm, he built his advisory career under RI Advice — one of Australia's largest national licensees — while simultaneously running a specialist consulting practice serving more than ten financial planning firms. That combination gave him an unusually broad view of how great advice is structured, and where most firms fall short.
At Ginkgo Private, Max specialises in portfolio construction, tax-efficient investment structures, and intergenerational wealth planning. His approach reflects the firm's core philosophy — that enduring wealth is built through active conviction, disciplined compounding, and genuine diversification across asset classes and vintage years, not through passive acceptance of average outcomes. Clients describe him as someone who makes the complex feel clear, and who ensures every recommendation is genuinely understood before it is acted upon.
As a family man himself, Max understands that the conversations around wealth are rarely just about money. They are about what you want your family's life to look like, the values you want to instil in the next generation, and the legacy you want to leave behind. This understanding sits at the centre of how he approaches every client relationship — with patience, care, and a genuine appreciation for what is at stake.
Max holds a Bachelor of Commerce (Accounting) from the University of Sydney, a Certified Financial Planner® designation, and an Advanced Diploma in Financial Planning from Kaplan Professional. He is also a guest speaker on SBS Cantonese, where he regularly shares financial education and commentary with the broader community.
