Murteza has over ten years of experience in the financial services industry. He completed his Graduate Diploma of Financial Planning from Deakin University in March 2022 and passed his ASIC Adviser Exam in June 2022. He is a member of the Financial Advisers Association of Australia (FAAA) and the SMSF Association.
He is passionate about helping the refugee and migrant community to bridge the financial and English literacy gap because, as a former refugee himself, he knows first-hand about the importance of financial literacy. He is a humble, caring and trustworthy advisor who is committed to supporting his clients throughout their financial planning journey.
Areas I work with clients on include:
- Cashflow Management
- Retirement Planning
- Risk Management
- Social Security
- Wealth Creation and Investment Strategies
Graduate Diploma of Financial Planning (Deakin University)
Bachelor of Commerce – Finance (Curtin University)
Financial Advice Association Australia (FAAA)