Amber Murrell

Shadforth Financial Group

Gold
16 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Shadforth Financial Group

Level 17, 100 Pacific Highway
North Sydney, NSW 2060

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Shadforth Financial Group

AFSL 318613

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"My wife and I approached Amber to assess our current financial situation and help us plan for the future. Like many families, we have kids to put through school and want to ensure our retirement is planned for. We found Amber to be attentive and willing to listen to our situation and concerns. The information and advice offered was clear and relevant. It related to superannuation, insurance, cash flow and taxation. Amber readily checked in with us to ensure we understood. As a result of her attention to detail and client care we look forward to working with Amber on a regular basis to secure a stronger future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amber has been a pleasure to work with this year. She has patiently detailed financial strategies for us as we settle into our retirement. We look forward to our continued working relationship into the future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amber did an excellent job of helping my wife and I to work through the necessary steps of planning for our financial future, to ensure we can live the lifestyle we want to live now and through our retirement years. She has patiently helped us understand how to maximize our superannuation wealth and to plan our affairs in the most tax-efficient and legally advantageous way."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amber took the time to understand our personal situation and advise us on the best ways to set ourselves up for the future. Amber's attitude was always friendly and informative, and her follow up time is exactly what we were hoping for."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amber was fantastic at communicating where we currently stood financially and where we could be in the future. We have been clients now for years and we will continue to be clients for many years to come because of Ambers experience, knowledge and ability to explain financial forecasts and plans in ways that we can easily understand."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Bachelor of Mathematics

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Amber's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Amber able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Amber's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Amber to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Amber?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Amber provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Amber may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Amber Murrell
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens