Financial Adviser
· NORWOOD, SA
Murray Whelan
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001243
Murray Whelan is a financial adviser based in Norwood, South Australia, with 20 years of experience in the financial services industry. Murray is currently authorised under Clan Capital Management Pty Ltd. Murray 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 Accounting from Flinders University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Accounting
Flinders University
2007
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2008
ASX Responsible Executive Exam
Kaplan Education
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education
2015
Professional Certificate in Self-Managed Superannuation Funds
Adelaide University
Registration History
Source: ASIC Financial Advisers Register