Max is highly regarded for his technical knowledge and advice in superannuation and retirement planning. He received industry-wide recognition in 2004 when he successfully brought about amendments to Retirement Income Stream Legislation through representations to Federal Treasury.
Max has been providing personal financial advice to clients in the Blue Mountains and along the east cost of Australia for more than 30 years, since he left the legal profession.
Max holds a Diploma of Financial Planning and an Advanced Diploma of Financial Services (Financial Planning). Max is also a member of the Financial Planning Association of Australia (FPA).
Max has far-reaching experience with superannuation, Centrelink regulations, insurance products, managed investments and shares.
Areas of expertise
Max Lewis specialises in:
- Pre and post retirement planning.
- Superannuation advice including Self Managed Superannuation Funds.
- Wealth accumulation strategies.
- Investment portfolio construction.