David Murphy

David — Senior Financial Planner | Western Sydney

With over two decades of experience in financial services, David is a seasoned Senior Financial Planner dedicated to helping individuals and families turn their aspirations into achievable outcomes. Beginning his career with a major bank in 2001 and transitioning into Financial Planning in 2005, David has built a reputation for delivering clarity, certainty, and unwavering support to his clients since becoming an adviser in 2006.

David holds a Master of Financial Planning (2018), is a proud member of the Financial Advice Association Australia (FAAA), and serves his community as a Justice of the Peace. He specialises in retirement planning, wealth creation, and strategic wealth transfer, offering tailored solutions to suit each client’s unique financial goals.

Whether you're preparing for retirement, navigating Centrelink entitlements, or seeking tax-effective investment strategies, David provides personalised advice to help optimise your superannuation, grow and protect your wealth, and manage risk with confidence.

Areas of Expertise:

• Wealth accumulation & protection
• Retirement income & superannuation (incl. Defined Benefits & SMSF)
• Estate planning & social security
• Debt management & tax strategies
• Direct equities (ASX 200), salary packaging
• Life insurance (Life, TPD, Trauma, Income Protection)

David is a client-first advocate, navigating the ever-evolving financial landscape with care and diligence. Clients benefit from access to a wide range of Australian and global fund managers and listed investments.

Based in Penrith, Western Sydney, David offers flexible appointments—at your home, a local café, or online, even after hours—making financial advice as accessible and convenient as possible.

Outside of work, David enjoys life on the move: from towing his camper through NSW country towns to cheering on his kids at weekend sports. He’s also a proud Parkrun regular and volunteer every Saturday morning.

Let’s connect over coffee and explore how David can support your financial future.