Murray Nicol

Acorn Wealth Pty Ltd

Platinum

22 Yrs Experience

Notting Hill, VIC 3168

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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 in Accounting and Business Advisory, Finance and Lending, General Insurance and in the SMSF Administration and Advisory teams.

He also assists his clients on long term tailored solutions including Investment Portfolios that take into consideration any Ethical, Environmental or Values Based Investment Options.

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).

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies
Wills & Estates

5.00 February 2019

Murray Nicol has been my financial adviser for more than 10 years and during this time, Murray always acted with my best interests at heart, providing me with clear and concise information and helping me make informed decisions about my financial future and well-being. Murray's professionalism and interest in ensuring I have been set up with security and peace of mind for my financial future has meant I haven't had to worry about whether I'm adequately ensured, have the right policies or investing in the right platforms. Murray is knowledgable, genuine and extremely likeable making him the ideal financial adviser for me.

5.00 March 2018

We have been working with Murray for well over 15 years. We would highly recommend Murray for any financial advisory services that anyone might require. Attention to detail, excellent sound advice based on the risk profiles of the client(s). It has been an absolute pleasure working together allowing us to work towards and achieve our goals at set intervals. Heather and John.

4.75 February 2018

We have worked with Murray for over 10 years and have found his advice regarding our SMSF helpful and easy to comprehend. The investment strategies he suggests are always balanced between growth and defensive assets. He is very easy to work with and understands our aims.

5.00 January 2018

I have been a client of Murray Nicol for the past 10 years. Over that time, Murray has been my trusted adviser on all matters related to the financial and emotion challenges of starting a family, divorce, global relocation, rebuilding. It is Murrays attention to detail and financial acumen that set him apart from others. I would highly recommend Murray to anyone seeking a financial adviser.

5.00 January 2018

Adviser status Platinum
Rating 4.88
Number of reviews 10
First year providing advice 2004
Years of experience 22
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
Language spoken
- English