Financial Adviser · WEST PERTH, WA

Murray John Frean

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000437420

Currently at

West Perth, WA

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Murray John Frean is a financial adviser based in West Perth, Western Australia, with 13 years of experience in the financial services industry since 2013. Murray is currently authorised under Financial Mentors AFSL, operating through Financial Mentors Wealth Management. Murray holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Murray's qualifications include a Bachelor of Business (Accounting) from Edith Cowan University (ECU). Murray is a member of Institute of Public Accountants (IPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business (Accounting)

Edith Cowan University (ECU)

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Financial Mentors AFSL Pty Ltd

Mar 2023 - Present Current

Charter Financial Planning Limited

Dec 2014 - Jun 2020 Ceased

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

APOGEE FINANCIAL PLANNING PTY LTD

Apr 2013 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register