Financial Adviser
· NEWCASTLE, NSW
Brendan Murtagh
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306157
Brendan Murtagh is a financial adviser based in Newcastle, New South Wales, with 2 years of experience in the financial services industry. Brendan is currently authorised under B. Moses Investment Services Pty Limited. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance and Accounting) from University of Newcastle. Brendan is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Bachelor of Commerce (Finance and Accounting)
University of Newcastle
2022
Bachelor of Innovation and Entrepreneurship
University of Newcastle
2023
Graduate Diploma in Financial Planning
Kaplan
2024
SMSF Specialist Advisor Accreditation
SMSF Association
Registration History
Source: ASIC Financial Advisers Register