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Max Newnham

Taxbiz Australia

Silver
21 Yrs Experience
Bayswater, VIC 3153

I have been specialising in providing superannuation, tax, wealth creation, SMSF, and investment advice on a fee for service basis for more than 30 years. In addition I have written oner the years for the Fairfax group, published 6 books, and currently wrtite for Investsmart and and Eureka Report. My main focus is strategic advice, as this is the foundation of anyone's financial security. The products that many advisers concetrate on are the building bricks and, although important, if the strategic foundation is not solid a person or family's goals will be harder to achieve.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Chartered Accountant (Financial Planning Specialist)
  • Language spoken
    • English

Taxbiz Australia

Unit 16, 653 Mountain Hwy
Bayswater, VIC 3153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Vivid Financial Planning Pty Ltd

AFSL 478937