Murdo MacLeod

Brilliant Wealth

Silver
25 Yrs Experience
Hamilton, NSW 2303

Recent reviews

Brilliant Wealth

38 James St
Hamilton, NSW 2303

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Socially Responsible
  • Growing Assets
  • Budgeting

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.75
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"My association with Murdo commenced as a client in 1997. I appreciate his abilities, professionalism, honesty, his interest in us and fellow clients, his sound financial advice and pleasant friendly manner. The ups and downs of the finance market and I'm still here. During my years of association, Murdo has shown me how fortunate I am to have Murdo as our advisor."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Murdo has provided tailored advice which has proven very helpful when starting up my small business."

  • Superannuation
  • Managing Debt
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been looked after by Murdo for over 15 years and have always felt confident that he has my best interests at heart and in the advice that he gives. He has managed my super investments through good and bad times and I have always felt that the outcomes were the best for me at the time. He is very knowledgeable around all aspects of financial planning. I would happily recommend his firm and consider them a partner in my financial future."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Murdo is a very professional person Many years of experience"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Murdo to give me good advice, and have become like one of the family.He is also always available to help and assist"

  • Government Assistance
  • Superannuation
  • Margin Lending
  • Socially Responsible
  • Wills & Estates
  • 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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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