David Samuel Murdoch
Financial Adviser in Windsor, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341901
- Location
- Windsor VIC 3181
- Licensee
- Paxton Bridge Pty Ltd (AFSL 493251)
- Authorised since
- 20 March 2017
- First provided advice
- 2009
- Qualifications
- Bachelor of Business (Banking and Finance), Monash University (1989); Diploma of Financial Services, Kaplan (2011); Advance Diploma of Financial Services (Financial Planning), Kaplan (2012); Self Managed Superannuation Funds, Kaplan (2015); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Samuel Murdoch
David Samuel Murdoch is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Windsor, Victoria (adviser number 000341901).
Advice is given under the Australian financial services licence of Paxton Bridge Pty Ltd, licence number 493251. That authorisation dates from 20 March 2017.
According to the register, David first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Monash University, 1989), Diploma of Financial Services (Kaplan, 2011) and Advance Diploma of Financial Services (Financial Planning) (Kaplan, 2012). David is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Samuel Murdoch a registered financial adviser?
Yes. David Samuel Murdoch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341901.
Which licensee does David Samuel Murdoch work under?
Paxton Bridge Pty Ltd, Australian financial services licence 493251.
What can David Samuel Murdoch give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.