Max Hart

Max Hart Email and Phone Number

Principal Private Client Advisor @ Pirpl

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Max Hart's Current Company Details

Pirpl

Principal Private Client Advisor
Above all, I am committed to deliver an extraordinary level and wide range of valuable services in the financial advice field to my valued clients, and their families. Objectives:To set new standards of care and expertise in managing financial projects and investments for my clients. To maintain my knowledge at a significantly high level to enable me to provide timely, accurate advice on all areas that create concerns for my clients. To find a suitably skilled and equally knowledgeable person or group to look after my clients in the event of any unforeseen inability on my part to continue delivering the above.To continue to live the life I currently enjoy to the full, with my wonderful partner, children, grandchildren, clients & friends & remain an example to all of how a life of service & generosity can be its own rich reward.To continue exercising, cooking & eating healthy, staying fit and active well beyond normal age boundaries.To never retire...from all the above, until it's time to not be here.

Max Hart Work Experience

  • General Manager, Personnel And Administrator
    State Transport Vic Jul 86 - Jun 89 · 2 yrs 11 mos
    Managed all HR functions, six Head Office HR Departments and 7 regional HR departments, plus all Payroll, Administration, property, fleet, emergency response etc for the whole organisation of 12,000 people, contributed to design and management of major change projects as an Organisational Change and Efficiency expert
  • Chief Executive Officer And Principal Consultant
    Australian Best Practice Consulting Jan 91 - Dec 99 · 8 yrs 11 mos
  • National General Manager, Human Resources And Administrator
    Telstra Jul 89 - Jan 91 · 1 yr 6 mos
    Australia
    Designed & Managed Major Organisational Change Projects, Managed all Training & Development, HR Systems Development, Customer Service Training and Improvement, Administration of Organisational Properties, vehicle fleet and emergency response systems, major contributor to Board's Strategic Planning process, Industrial Relations
  • Director Business Development
    Your Law Firm Mar 15 - Dec 15 · 9 mos
    Australia
    As a part owner, Director and Board member of this new start up business, I was responsible for designing & establishing all business & financial planning, it systems, HR systems, strategic marketing and the related implementation of all that, involved in setting up the business and making sure it would be successful. With a background & experience in Strategic and Business Planning, HR, Finance, Criminology, IT and a good deal of exposure to various aspects of law over the years (family, property, commercial, litigation, Corps Act) a great team and an outstanding Principal who was a finalist in the 2015 Victorian Law Institute Suburban Lawyer of the Year, Your Law Firm aimed to change the face and practice of Law in Australia. After a very busy and hard working set-up year, I left Your Law Firm in December 2015 once it had launched and was on its way to be a success, to refocus on my two other major Financial Planning, Business Management & Advice positions and responsibilities in PIRPL & AWSM.
  • Responsible Manager, Financial Advice
    Australasia Wealth Services And Management Oct 14 - Dec 17 · 3 yrs 2 mos
    While running my own special referral only Financial Advice Company, PIRPL, I also look after all Financial Advice matters for the Financial Services Licensee and Advice Group, AWSM. This involves ensuring compliance with all legislated requirements of both the group and all its Authorised Advisers,preparing and delivering in-house training and managing the professional development programming of all Advisers, Chairing the Research and Investment Committee and contributing to the ongoing research of the best quality investments, insurance and cost effective financial services for our Advisers' clients. I also provide ongoing advice and mentoring on all technical issues raised by both clients and the Admin team on any aspect of investments, super, insurance, complex client needs, portfolio construction and compliance.
  • Principal Private Client Advisor
    Pirpl Jan 00 - Present · 25 yrs 2 mos
    * Financial Advice - Superannuation, Self Managed Superannuation * Property Markets & Investments-Residential & Commercial * Australian & International Managed Investments * Shares * Specialist & Alternative Investments * Ethical Investments * Complete Portfolio Design, Construction, Monitoring & Reporting * Risk Insurance * Salary Packaging & Salary Sacrifice * Estate Planning * Retirement & Aged Care Planning * Tax Structuring. Won 3 Awards for my personal contributions to improving and delivering Financial Advice Services. Strategic Planning & Business Systems Development * Business Expansion * Marketing * Client Service * Industry Liaison * Staff Development & Training * Management & Business Accounting * Organisation Development * Project Management.

Max Hart Education

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Frequently Asked Questions about Max Hart

What company does Max Hart work for?

Max Hart works for Pirpl

What is Max Hart's role in his/her workplace?

Max Hart's role in his/her workplace is Principal Private Client Advisor.

What is Max Hart's email address?

Max Hart's email address is ma****@****.com.au

What schools did Max Hart attend?

Max Hart attended University Of Melbourne, Latrobe University Melbourne, University Of Melbourne, and University Of Melbourne .

What are some of Max Hart's interests?

Max Hart has interest in Economic Empowerment, Economic Empowerment. Politics, Politics. Environment, Environment. Poverty Alleviation, Poverty Alleviation. Human Rights, Human Rights. and Health.

What is Max Hart's role in his/her workplace?

Max Hart has skills like Superannuation, Smsf, Wealth Management, Wealth Accumulation, Investment Strategies, Strategic Financial Planning, Income Protection, Pensions, Retirement Planning, Investment Advisory, Investments, Estate Planning, Retirement, Wealth, Insurance, Financial Planning, and Portfolio Management.