Chris Murphy

Boston Private Wealth

Gold
17 Yrs Experience
Sanctuary Cove, QLD 4212

I am a Certified Financial Planner (CFP) and am also in receipt of the Life Risk Specialist (LRS) insurance designation. I am an active member of the Financial Planning Association (FPA) and hold a Bachelor of Commerce degree (Dean’s Scholars Program). I have worked in the finance industry for the past twelve years, ten of which I have been licensed to give financial advice as an Authorised Representative of an AFSL holder.

Boston Private Wealth is a business who designs and manages investment portfolios for family offices, SMSF's, individuals and companies, with a focus on fostering long-term, trusting relationships with our valued clients. We also aim to protect client wealth via the use of appropriate personal insurance policies.

I am authorised to provide services covering personal advice and dealing in financial products in the specialised areas listed below:

  • Deposit and Payment products
  • Direct Australian & International Equities
  • Interests in Managed Investment Schemes
  • Superannuation
  • Property Investments
  • Approved Deposit Funds
  • Traditional Annuities and Pensions
  • Market-linked Annuities and Pensions
  • Life Risk Insurance Products
  • Investment Life Insurance Products
  • Self-Managed Superannuation Funds
  • Gearing/Margin lending

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Bachelor of Commerce (Honours)
  • Language spoken
    • English

Boston Private Wealth

46b Masthead Way
Sanctuary Cove, QLD 4212

Licensed by

Bostoniq Pty Ltd

AFSL 332959