Max has been in the financial services industry since 2011. Before founding Ginkgo Private, he worked as a financial adviser under a national financial services licensee. Simultaneously, he operated a consulting business providing paraplanning, compliance, and investment research services to over 10 financial planning practices, leveraging his deep technical and research expertise.

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Max specialises in tailored investment strategies, portfolio management, and tax-efficient wealth solutions designed to help clients grow and preserve their wealth. He takes a holistic approach, considering risk management, estate planning, and intergenerational wealth transfer to align financial strategies with clients’ long-term objectives.

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Max is a Certified Financial Planner® and holds a Bachelor's degree in Accounting from The University of Sydney, as well as an Advanced Diploma in Financial Planning from Kaplan Professional.