Max Song
DIRECTOR & SENIOR FINANCIAL ADVISER
About
Max is the co-founder and senior financial adviser at Trellan Capital, with more than a decade of experience helping professionals, families and retirees with their financial affairs.
Prior to establishing Trellan Capital, he led advice operations and supported a national network of advisers in one of Australia's largest financial adviser networks, giving him a broad perspective on what consistently works for clients. His approach is evidence-based and transparent, prioritising asset allocation, costs and behaviour over market noise.
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Max’s focus is on financial education and habit building which are the foundations for a secure financial plan. It is always the right time to start taking control of your finances and achieve your goals.
"The best time to plant a tree was 10 years ago. The second best time is now."
Max is a Certified Financial Planner (CFP®) with a Bachelor of Commerce (Accounting & Finance) and a Masters of Financial Planning (MFP).
Outside of financial planning, Max is avid runner, often participating in parkrun, with his next goal to beat his marathon Personal Best (PB) time.
get in touch
Address: Level 7, 88 Pitt Street, Sydney NSW 2000
Phone: (02)9233 111
Email: max@trellancapital.com.au
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