We are YOUR Wealth Team. We guide individuals like you to make informed, confident and inspired financial decisions for your family and business, so you can lead the lifestyle you deserve. Our team are highly experienced, and experts in all areas of financial planning to assist you now and as your wealth grows. We also have key relationships with experts in other areas including finance, estate planning, accounting, general insurance and property advocates
Your Wealth Team is dedicated to providing you with a holistic financial advice service. From the first meeting, you'll receive personalised service and tailored advice designed to suit your needs and budget.
Meet the Team
Murray started Financial Planning in 2003 and specialises in providing Wealth Creation, Wealth Protection, Superannuation and Estate Planning strategies to assist a range of clients in all stages of their life. In particular he has developed extensive skills in dealing with small business owners who require complex Wealth Management, Business Protection, Self Managed Superannuation Fund and Succession Planning advice.
Working closely with the Your Wealth Team referral network of expert Accountants, Mortgage Brokers and Lawyers, Murray ensures a professional and knowledgeable team is working in the best interests of clients.
Murray is passionate about family and enjoying the all the many things which make Melbourne the most liveable city in the world. When not at work, you will find Murray with his family at a sporting event, art gallery or one of the many great markets or cafes that makes Melbourne great.
- Graduate Diploma in Applied Finance
- Diploma of Financial Advice
Certified Financial Planner® (CFP)
- Fellow Chartered Financial Practitioner (FChFP)
- SMSF Specialist Advisor™ (SSA)
- LRS® Life Risk Specialist (LRS)
- Accredited Listed Product Adviser (ASX ALPA)
Van Christopher Lomugdang
Financial Planning Assistant
Van is the Your Wealth Team admin specializing in support management. Making sure that the Financial Adviser gets the efficient support that they need.
Having a marketing experience from his previous company and knowledge in IT makes him competitive in his career. He describes himself as a work-in-progress with a fun-at-work mindset.
Van is the eldest in his siblings and loves to play with their dogs while not at work. He is a coffee lover and also an art enthusiast. Van loves to watch movies and listen to any music genres. During a long vacation, Van prefers to go to the beach watching the sunset with a nice cold beer.
Graduate of Information Technology major in Multimedia graphics, 3D animations and Game development
Finished Financial Planning Assistant training with Virtual Business Partners