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Murray Broun

Financial Adviser

CPS Capital Group Pty Ltd
Perth, WA 6000

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About

Murray Broun is an ASIC-registered financial adviser based in Perth, Western Australia, committed to helping clients achieve their financial goals through tailored and strategic advice. With a strong foundation in finance, Murray holds a Bachelor of Commerce from Curtin University (2002), RG 146 accreditation from the Securities Institute of Australia (2002), and Level 2 Accreditation as a Derivatives Adviser from the Australian Stock Exchange (2003). Further enhancing his expertise, Murray completed studies in Foreign Exchange through Kaplan in 2011 and successfully passed the FASEA exam in 2021. Murray is authorized to provide advice on a range of financial products, including wealth management, securities, and derivatives. This allows him to offer comprehensive solutions to clients with diverse needs and investment objectives. Key services include: • Wealth management strategies • Securities trading and advice • Derivative product strategies • Investment planning • Portfolio construction Whether you are planning for retirement, seeking to grow your wealth, or navigating the complexities of the financial markets, Murray is dedicated to providing clear, actionable advice. Contact Murray today to arrange a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Securities Derivatives Wealth Management Securities Advice Derivatives Strategies Investment Planning Portfolio Construction

Client Types

Personal Investors

Services

Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000294848

Verify on ASIC Register

Authorised Representative Number

000224470

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Murray Broun offer?

Murray Broun specialises in wealth management, securities, and derivatives advice. He can help you with investment planning, portfolio construction, and strategies for managing your financial future.

What are Murray Broun's qualifications?

Murray holds a Bachelor of Commerce from Curtin University, RG 146 accreditation from the Securities Institute of Australia, Level 2 Accreditation as a Derivatives Adviser from the Australian Stock Exchange, and has completed studies in Foreign Exchange through Kaplan. He has also passed the FASEA exam.

How does Murray Broun approach financial planning?

Murray takes a tailored approach, understanding your individual circumstances and financial goals to develop a personalized plan that suits your needs. He focuses on providing clear, actionable advice to help you achieve your objectives.

What should I expect during an initial consultation with Murray?

During your first meeting, Murray will discuss your financial situation, goals, and risk tolerance. This will allow him to understand your needs and provide you with an overview of how he can help you achieve your financial objectives.

Does Murray Broun work with SMSFs?

While not explicitly stated, Murray's expertise in wealth management and securities suggests he can potentially advise SMSFs on investment strategies. Contact Murray directly to discuss your SMSF needs.

Get in Touch

Contact Murray directly for personalised advice.

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