Max McQueeney
Principal & Private Client Adviser
Having represented Australia in multiple World Rowing Championships, Max brings the same level of commitment and dedication when working with clients to achieve their goals. Before joining Morgans, Max worked at a highly regarded accounting firm which provided valuable experience and understanding of tax structures and company financials, further developing his strong analytical skills.
Investment Style
Max believes that successful investing involves significant research, patience and conviction. When selecting investments, Max applies criteria that have proven to identify high quality investments with attractive long-term prospects. After gaining a thorough understanding of a client’s goals, objectives and overall financial situation, Max develops investment and financial planning strategies to deliver solutions tailored to those needs.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary.
