Our Team

Max_pic_(small)Max Pagnin, B.Bus, CPA (FPS), Adv. Dip FS
Senior Financial Planner

The principal of Altura Financial Planning, Max Pagnin, has been in the financial planning industry since 2001, preceded by 7 years as an accountant. Max is a current member of CPA Australia and holds a Bachelor of Business degree from UTS, as well as the Advanced Diploma in Financial Services. Max is passionate about helping people from all walks of life to achieve their financial goals. His diverse client base reflects his expertise in insurance, investments, superannuation and retirement planning. Max has a passion for the outdoors and enjoys activities such as hiking, camping, canyoning, mountaineering, soccer and keeping fit. He also supports a number of local and international children’s charities on a regular basis.

Henry2Henry Truong, B.Bus & IT
Client Services Manager & Paraplanner

Henry is a key member of our team who provides ongoing service to both new and existing clients, including client reviews, personal insurance quotes and comparisons, marketing and paraplanning support. Henry enjoys playing tennis, watching movies and spending time with family and friends. He also enjoys keeping up to date with local and international news stories and listening to R&B/pop music.

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Toneet Gill
Client Service Officer

Toneet provides invaluable assistance as a team member of Altura Financial Planning and is the main point of contact for clients over the phone. She manages the processing of client applications, portfolio switches and client reviews, and is also responsible for client database management. Toneet enjoys reading, loves spending time outdoors and has a keen interest in interior decorating.