Max Reinhardt – Financial & Tax Financial Advisor.

I have over 2 decades work experience in the area of financial planning, lending and investment analysis, having won numerous awards throughout my career. I am the finalist in the IFA investment advisor of the year in Australia for year 2023.

With a personal interest in investment market analysis, I bring a unique approach to the team in looking at the property market indicators as they correlate to the indicators of the share market. Investment market analysis takes decades and decades of experience to interpret the data accurately and I am still mastering the skills.

After working with the major banking and investment groups such as American Express, Lloyds, GE and then Westpac in investment markets I was bored of working in a large office environment and was looking to work in an area that I could make a difference to normal families more directly.

This led me to start a business in financial planning and mortgage broking. I am now a director of MR Wealth, which holds the financial planning licence to provide you with advice.

Helping customers achieve their dreams, building and protecting their wealth is my passion and I have been living that dream.

Over the past decade I have helped hundreds of clients invest successfully directly and indirectly. I specialise in Self-Managed superannuation advice.

I am also fortunate to have personally invested in shares and properties and currently hold a sizeable portfolio of my own. 

I hold the following formal qualifications:

  1. Bachelor of Arts Honours in Economics
  2. Diploma of Financial Planning
  3. Certificate IV in Mortgage Broking
  4. Accredited Mortgage Broker
  5. Licenced  Financial Tax Adviser
  6. Licenced SMSF Adviser
  7. Licenced Financial Planner