Our Founder

Max Lewis

Max Lewis

Max (Consultant) has been involved in financial services since 1985 when he left the legal profession.  Max is highly regarded for his technical knowledge in superannuation and retirement planning.

Max received industry-wide recognition in 2004 when he successfully brought about amendments to Retirement Income Stream Legislation through representations to Federal Treasury.

Max holds a Diploma of Financial Planning and an Advanced Diploma of Financial Services (Financial Planning).

Max has far-reaching experience with superannuation, Centrelink regulations, insurance products, managed investments and shares.