Murray started Financial Planning in 2004 and specialises in providing Wealth Creation (Investment), Wealth Protection (Insurance), Superannuation and Estate Planning strategies to assist a range of clients in both the Wealth Accumulation and Retirement stages of their life.
In particular he has developed extensive skills in dealing with business owners who require complex Business Protection, Self-Managed Superannuation Fund and Succession Planning advice.
Murray works alongside Benjamin King Money Wealth’s clients on long term tailored solutions including Investment Portfolios that take into consideration any Ethical, Environmental or Values Based Investment Options
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 10
- First year providing advice 2004
- Years of experience 20
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Findex Advice Services Pty Ltd
Level 42, 600 Bourke StMelbourne, VIC 3000
![Findex Advice Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/findex-advice-services-pty-ltd-18002938.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Financial Index Australia Pty Ltd
AFSL 240559
![Financial Index Australia Pty Ltd logo](https://resources.adviserratings.com.au/licensees/financial-index-australia-pty-ltd-240559.png)
Findex Advice Services Pty Ltd
AFSL 243253
![Findex Advice Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/findex-advice-services-pty-ltd-243253.png)