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Murray Bassett

Financial Adviser

Provident Financial Services
Bunbury, WA 6230

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About

Murray Bassett is an ASIC-registered financial adviser based in Bunbury, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Murray holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2001), a Certificate IV in Financial Services (Finance/Mortgage Broking) from Tribeca (2006), and achieved the Certified Financial Planner designation from the FPA in 2008. Furthering his commitment to excellence, Murray completed a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited in 2024. Murray is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Murray's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Murray today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Financial planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000249661

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Murray Bassett provide?

Murray Bassett specializes in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He can help you navigate various financial products and create a plan tailored to your specific needs.

What are Murray Bassett's qualifications?

Murray holds a Diploma of Financial Planning, a Certificate IV in Financial Services (Finance/Mortgage Broking), the Certified Financial Planner designation, and a Graduate Diploma of Financial Planning.

What is the process for working with Murray Bassett?

The process typically begins with an initial consultation to understand your financial goals and current situation. Murray will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing support and reviews.

How can financial advice from Murray Bassett help me?

Murray's advice can help you achieve your financial goals, such as a comfortable retirement, wealth creation, and protection against unforeseen events. He provides tailored strategies to optimize your financial position and make informed decisions.

Does Murray Bassett provide advice on investment life insurance?

Yes, Murray is authorized to provide advice on investment life insurance, as well as life risk insurance, securities, and derivatives.

Get in Touch

Contact Murray directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.