Murdo MacLeod
Brilliant Wealth
Recent reviews
Brilliant Wealth
38 James StHamilton, NSW 2303
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Silver
- Rating
- 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
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103
Sort by
John, 65+ years, Belmont, NSW
"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
Sarah, < 35 years
"Murdo has provided tailored advice which has proven very helpful when starting up my small business."
- Superannuation
- Managing Debt
- Small Business Advice
- Growing Assets
Marion, 56 - 65 years, Abbotsford, VIC
"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
Lyle, 65+ years, Eleebana, NSW
"Murdo is a very professional person Many years of experience"
- Growing Assets
John, 65+ years, Waratah West, NSW
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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