MURRAY NICOL

About

Murray started Financial Planning in 2003 and specialises in providing Wealth Creation, Wealth Protection, Superannuation and Estate Planning strategies to assist a range of clients in the wealth accumulation stage of their life. In particular he has developed extensive skills in dealing with small business owners who require complex Wealth Management, Business Protection, Self Managed Superannuation Fund and Succession Planning advice.

Murray works closely with Accountants, Mortgage Brokers and Lawyers to ensure a professional and knowledgeable team is working in the best interests of our clients.

Murray is a CERTIFIED FINANCIAL PLANNER (CFP) and holds a Graduate Diploma of Applied Finance and Investment and a Diploma of Financial Planning. He holds the Self Managed Superannuation Fund Professionals’ Association of Australia Limited (SPAA) SMSF Specialist Advisor accreditation and the Financial Planning Association’s (FPA) Life Risk Specialist Accreditation. Murray is a member of the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and a Fellow of the Financial Services Institute of Australasia (FINSIA).

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

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Murray Nicol

Email:murray@yourwealthteam.com.au

Phone: 03 8672 8689

Website: https://www.yourwealthteam.com.au

Address: Suite 18, 574 Plummer Street Port Melbourne, Victoria 3207