Meet David Murphy

I started my financial planning career as a risk adviser with a prominent credit union and joined Bridges in 2006 where I completed my Advanced Diploma in Financial Planning. I went on to complete my Graduate Certificate in Financial Planning and am currently completing my Master in Financial Planning.

I am a member of the Association of Financial Advisers and a Justice of the Peace.

I can help you with tax-effective investment strategies, wealth creation strategies, looking at your super positioned to work better for you and personal risk management strategies.

If you are reaching retirement or already retired, we would look at different strategies to boost your retirement income and take advantage of any Centrelink entitlements.

Specialities:

  • Defined Benefit Schemes
  • Superannuation and retirement strategies
  • Self-Managed Super Funds
  • Centrelink entitlements
  • Stockbroking
  • Tax-effective investment strategies
  • Investment portfolio construction and management
  • Margin lending facilities
  • Personal risk management

If you want to see how financial advice makes a difference, please contact my office on 02 9635 5305 to arrange an initial consultation.

Bridges Parramatta George Street Financial planning team

latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

  • Write down your goals and be more likely to succeed

    Whether your goals are to pay off your home loan sooner, retire early or go on an overseas holiday every couple of years, there’s a simple and powerful way to improve your chances of achieving them.

View older posts

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