Financial Adviser · EAST MAITLAND, NSW

Murray Andrew Harvey

EAST MAITLAND, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003453

Currently at

Ri Advice Group

Sydney, NSW (firm address)

View firm profile

Murray Andrew Harvey is a financial adviser based in East Maitland, New South Wales, with 25 years of experience in the financial services industry since 2001. Murray is currently authorised under Ri Advice Group. Murray holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Murray's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Margin Lending and Geared Investments

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Jul 2022 - Present Current

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Australia And New Zealand Banking Group Limited

Oct 2003 - Jun 2022 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.

Source: ASIC Financial Advisers Register