Murphy Financial Advice is an authorised Representative of The Advice Exchange Pty Ltd (ABN 55 107 629 194 who holds an Australian Financial Services Licence (No.278937).
 
The information contained in this site is general information only. It is not intended to be a recommendation, offer, advice or invitation to purchase, sell or otherwise deal in securities or other investments. Before making any decision in respect to a financial product, you should seek advice from an appropriately qualified professional on whether the information is appropriate for your particular needs, financial situation and investment objectives.
 
We believe that the information contained on this website is accurate. However, we are not specifically licensed to provide tax or legal advice and any information that may relate to you should be confirmed with your tax or legal adviser. 
 
Murphy Financial Advice and The Advice Exchange Pty Ltd (The Advice Exchange) their officers, employees and agents make no representations or warranties and, to the extent permitted by law accepts, no responsibility for any loss or damage whatsoever arising in any way for any representation, act or omission, whether express or implied.
 
Information is only relevant to Australian investors.
 
Privacy Policy
We are committed to ensuring the confidentiality and security of your personal information.
 
Murphy Financial Advice and The Advice Exchange advisers adhere to the National Privacy Principles and seek to apply consistent privacy practices.  In particular:
 
  • You may request access to information held by us about you, your investment portfolio and any other service which you may receive by contacting us. 
  • In order to manage and administer our financial planning and advice services, it may be necessary for us to disclose your personal information to certain third parties. Unless you consent to this disclosure we will not be able to provide you with financial planning and advice services. The types of organisations to whom we may disclose your personal information include;
  •  financial institutions for the provision of financial products such as investments, superannuation, life insurance
  • organisations directly contracted to provide support services such as compliance reviews, mailing services, maintenance of our information technology systems, organisations providing research, technical and/or paraplanning services;
  •  government regulatory bodies as required in order for us to meet our legislative obligations
  •  associated entities where you are a client of both entities to the extent that such sharing is relevant to the service being provided. Details of any such associated entity will be provided in the Financial Services Guide
We will only disclose your personal information to these organisations to enable them to undertake specified management and administration services. We will not disclose your information for any other purpose unless requested by you.
Where you wish to authorise any other parties to act on your behalf, to receive information and/or undertake transactions, please notify us in writing.
 
We may send you further information from time to time about financial planning and advice services. You may elect to stop receiving such information at any time by contacting us. You can change your mind at any time by letting us know in writing. 
 
Any questions about privacy should be directed to The Advice Exchange please contact:
 
Privacy Officer
Suite 209, Level 2
9-11 Claremont Street
SOUTH YARRA VIC 3141
 
Phone: 03 9823 1344
Email: