Data sourced from ASIC Financial Advisers Register
Financial Adviser · DONCASTER, VIC

Duncan Murray

12 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000453456

Duncan Murray is a financial adviser based in Doncaster, Victoria, with 12 years of experience in the financial services industry. Duncan is currently authorised under Charter Financial Planning Limited. Duncan 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 Business from Victoria University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Business
Victoria University
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2019
SMSF Course
University of Adelaide
2020
Margin Lending
Financial Education Professionals
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Oct 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Jun 2017 - Sep 2018 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Millennium 3 Financial Services Pty Ltd
Feb 2014 - Apr 2017 Ceased
Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register