David Murdoch

Paxton Bridge Financial Pty Ltd

Gold
13 Yrs Experience
Windsor, VIC 3181
We provide financial advice that helps you get what you want out of life. Our approach is to ask questions to which the answers tell your story.  We then build a financial strategy that focuses on what you value most and creates a pathway to the future you want.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

At Paxton Bridge Financial we believe in charging our fees direct to our clients, based on the complexities they face and the value we can add, year in, year out. We believe in adding significant value for the fees we charge and we believe our fees should be reviewed each year, because we know that the complexities faced by our clients change over time, in the same way the outcomes they want to achieve evolve with their lifestyle.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Paxton Bridge Financial Pty Ltd

89-91 Hornby Street
Windsor, VIC 3181

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Paxton Bridge Pty Ltd

AFSL 493251

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"David has given me advice in areas including loan products, self managed super funds and managing debt. David was always able to explain things to me in a clear way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received David's full care and attention when I needed it. David has also been instrumental in clearing up all my investment entities and life insurances and correlating them so that they are no longer scattered everywhere. He has also pushed my wife and myself to complete our wills which was long overdue."

  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and his team have done an amazing job of consolidating our distributed positions and helping us determine the best investment strategy that aligns with our goals. David provides clear, considered advice and is exceptionally responsive. A great combination!"

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has helped me structure my financial affairs, ensure my estate plan, insurances and superannuation is well organised and up to date, and 'put my house in order'. David has always been proactive as well as responsive when required, provides clear and considered advice and someone I can trust to support me."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Dave. Good advice, no nonsense, easy to understand and implement."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great advice from Dave on Insurances including Life, TPD and Income Protection. All very clear, timely and extremely helpful."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David achieved in 10 months what we had been trying to do for the last 10 plus years with Estate planning and made life very easy."

  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'David has given me advice in areas including cashflow and business planning and strategy and personal insurance products. David always explains things to me in a clear and thorough way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. David takes a keen and genuine interest in my personal and business plans and goals. With David's help I have been able to grow my business and plan for investment with confidence. I highly recommend David and the services of Paxton Bridge Financial.'"

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1999

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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