Our Team

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.

 

David Kashan, Dip FS
Financial Adviser

David has been a financial adviser since 2018 and holds a Diploma in Financial Services. His professional experience encompasses superannuation and retirement planning strategies, savings and investment advice. David specialises in personal insurance advice including death, TPD, income protection, trauma insurance and business expenses. David is passionate and enthusiastic about wealth creation, providing value and offering great service to our clients, irrespective of a person’s position or circumstances in life.

David has a passion for health and fitness, is a big soccer fan and of sports in general. He loves reading, being innovative and taking on challenges in life. From a young age, David has been supporting his community and donating to multiple charities.

Emma Brown – Client Services Manager

Emma 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 general administration support. Emma enjoys reading and spending time with family and friends. She’s also an avid gamer and Games of Thrones fan!

 

 

 

Paul Partoza – Client Service Officer

Paul provides invaluable assistance as a team member of Ronin Financial Services and is based in our Philippines office in Cebu. He manages the processing of client applications, portfolio switches and client reviews,  and  is also responsible for client database management.

Paul enjoys playing the guitar with his band and spending time with family and friends. He also enjoys keeping fit and training in Filipino martial arts.