Financial Adviser
· BRISBANE CITY, QLD
Maxwell Watkinson
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298822
About Maxwell Watkinson
Maxwell Watkinson is a financial adviser based in Brisbane City, Queensland, with 3 years of experience in the financial services industry since 2023. Maxwell is currently authorised under Bursaria Financial. Maxwell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Maxwell's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Business (Finance)
Queensland University of Technology
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
A.C.N. 603 037 510 PTY LTD
Nil SMSF Advice
Source: ASIC Financial Advisers Register