Financial Adviser
· WINDSOR, VIC
David Samuel Murdoch
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341901
David Samuel Murdoch is a financial adviser based in Windsor, Victoria, with 17 years of experience in the financial services industry since 2009. David is currently authorised under Paxton Bridge, operating through The Trustee For Paxton Bridge Trust. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Banking and Finance) from Monash University. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor of Business (Banking and Finance)
Monash University
2011
Diploma of Financial Services
Kaplan
2012
Advance Diploma of Financial Services (Financial Planning)
Kaplan
2015
Self Managed Superannuation Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
GWM ADVISER SERVICES PTY LTD
GPL (VIC) PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register