Background
Summary
Murray started Financial Planning in 2003 and specialises in providing Wealth Creation, Wealth Protection, Superannuation and Estate Planning strategies to assist a range of clients in the wealth accumulation stage of their life. In particular he has developed extensive skills in dealing with small business owners who require complex Business Protection, Self Managed Superannuation Fund and Succession Planning advice.
Murray works closely with Accountants, Mortgage Brokers and Lawyers to ensure a professional and knowledgeable team is working in the best interests of our clients.
Murray is a CERTIFIED FINANCIAL PLANNER (CFP) and Fellow Chartered Financial Practitioner (FChFP). He holds a Graduate Diploma of Applied Finance and Investment and a Diploma of Financial Planning. He holds the Self Managed Superannuation Fund Professionals' Association of Australia Limited (SPAA) SMSF Specialist Advisor accreditation and the Financial Planning Association's (FPA) Life Risk Specialist Accreditation. Murray is a member of the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and a Fellow of the Financial Services Institute of Australasia (FINSIA).
Bio Alignments
Not institutionally aligned
Education
Post Graduate Degree
