David Murray
Financial Adviser
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About
David Murray is an ASIC-registered financial adviser based in Varsity Lakes, Queensland, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Business (Banking and Finance) from Victoria University (1991) and an Advanced Diploma of Financial Planning from the Financial Planning Association of Australia (1999), David possesses a strong foundation in financial principles and practices. He has also completed specialist training in self managed super funds (integratec, 2003), CFP 1 FPA Professionalism (Financial Planning Association of Australia, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019). David is a member of the Australian Institute of Company Directors and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to maintaining the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, David offers expertise in investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact David today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Murray offer?
David Murray provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. He is also authorised to advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are David Murray's qualifications?
David holds a Bachelor of Business (Banking and Finance) from Victoria University and an Advanced Diploma of Financial Planning from the Financial Planning Association of Australia. He has also completed specialist training in self managed super funds, CFP 1 FPA Professionalism and Ethics and Professionalism in Financial Advice.
What can I expect during my first consultation with David Murray?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you achieve your financial objectives. This is a great opportunity to ask questions and determine if David is the right financial adviser for you.
How does David Murray stay up-to-date with the latest financial regulations and market trends?
David is committed to ongoing professional development and regularly attends industry conferences and training sessions. He is a member of the Australian Institute of Company Directors and the Financial Advice Association of Australia (FAAA), which keeps him informed of the latest regulatory changes and best practices in the financial planning industry.
What is David Murray's approach to financial planning?
David's approach is client-centered and focused on building long-term relationships. He takes the time to understand each client's unique circumstances and develops a personalized financial plan that aligns with their individual goals and values.
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