David Samuel Murdoch – Financial Adviser

Adviser identifying number: 341901
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: PAXTON BRIDGE PTY LTD
Licence number: 493251
Licensee’s ABN:
Licence controlled by: David MURDOCH

The date the Financial Adviser commenced the appointment: 20/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR PAXTON BRIDGE TRUST
Authorised Representative identifying number: 470273
Authorised Representative’s ABN: 74224789721

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • ASX Accredited Derivatives Adviser Level 1 – Tribeca
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Bachelor of Business (Banking and Finance) – Monash University
  • Diploma of Financial Services – Kaplan
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Samuel Murdoch is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation