MURDO MACLEOD

About

The Fiducian approach to investment is succinctly stated within the Fiducian motto of “Integrity, Trust and Expertise”. As Senior Financial Adviser with Fiducian Newcastle, Murdo brings a diverse world view to his client relationships. He has more than 12 years of experience in providing quality financial advice and has achieved Certified Financial Planner (CFP®) status, the industry’s highest accreditation. Alongside these industry credentials Murdo also brings a range of qualifications, including an honours Life Sciences degree in Ecology and extensive journalistic experience. He keenly understands a client’s desire to add socially and environmentally sustainable facets to their investment strategy, and will work closely with them to achieve this.

 

Contact Information

Contact: Murdo Macleod

Email: murdo.macleod@fiducianfs.com.au

Phone: 02 4940 0488

Website: www.fiducianfs.com.au

Address: 38 James Street, Hamilton NSW 2303

 

RI Cert Logo

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

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