Financial Adviser
· SOUTH YARRA, VIC
Max George Clayton Summers
No disciplinary history on record with ASIC
SOUTH YARRA,
VIC
3
Years experience
ASIC Registered · ADV 001297637
Max George Clayton Summers is a financial adviser based in South Yarra, Victoria, with 3 years of experience in the financial services industry since 2023. Max is currently authorised under Devere Australia Group. Max holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Max holds a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan