About Me

With over 20 years of experience in financial planning, Murray is dedicated to helping clients achieve their financial goals. He can help individuals and families with wealth creation and protection, investing strategies, superannuation and retirement planning as well as estate planning.

Murray specialises in advising business owners on intricate and more technical matters, including investment and tax structures, business protection, self-managed super funds, and succession planning.

Murray provides tailored advice and successful outcomes to his clients by working collaboratively with his colleagues at FINDEX in Accounting and Business Advisory, Finance and Lending, General Insurance and in the SMSF Administration and Advisory teams.

Murray is an accredited Certified Financial Planner (CFP®), Fellow Chartered Financial Practitioner (FChFP), SMSF Association Specialist (SSA®), Life Risk Specialist (LRS®), and ASX Listed Product Adviser (ASX ALPA).

Areas of Focus

  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Financial Index Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®