Senior Financial Adviser
Current
Avanti Advisers
Jun 2023 - Present
AeroLeads people directory · profile
Danny Murch Email & Phone Number
Senior Financial Adviser
at
Invest Blue
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Adviser
Location
Greater Newcastle Area, Australia
Company size
Who is Danny Murch? Overview
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Quick answer
Danny Murch is listed as Senior Financial Adviser at Invest Blue, a with 74 employees, based in Greater Newcastle Area, Australia. AeroLeads shows a matched LinkedIn profile for Danny Murch.
Danny Murch previously worked as Senior Financial Adviser at Avanti Advisers and Financial Adviser at Invest Blue. Danny Murch holds Advanced Diploma, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at Invest Blue
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Invest Blue
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Profile bio
About Danny Murch
Private Wealth Adviser for Avanti Financial Group, based in Newcastle, New South Wales.Working with my clients to help them realise their goals and dreams and, through education and effective wealth creation strategies, empower them to live their best possible life.Our business specialises in objectives-based asset management solutions for private wealth clients.I have been part of the financial advice profession for 9 years, as an adviser for 8.
Current workplace
Danny Murch's current company
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Invest Blue
7 roles
Danny Murch work experience
A career timeline built from the work history available for this profile.
Financial Adviser
Financial Planner
Advisory Group was acquired by Invest Blue in September 2021
Apr 2019 - Sep 2021
Wealth Adviser
Jul 2017 - Mar 2019
Financial Adviser
Specialising in holistic wealth creation strategies for people wanting to create a better future for themselves and their family.Tailored advice to assist clients in reaching their life goals, both short and long term.Key areas of advice include:Cashflow Management - allowing clients to maximise their surplus cashflow and recommendations on the most efficient ways to utilise it.Risk Management - offering clients a comprehensive insurance plan to cover off against any contingencies that may create a roadblock to achieving their long term goals.Superannuation & SMSFs - consolidation of clients' super into a very cost effective and highly dynamic administration system; offering an agile portfolio construction to allow super to work hard for our clients.Retirement Planning - offering clients nearing retirement the opportunity to realise the most tax efficient methods to maximise funds for retirement.Personal Investment - mapping out multiple investment options for clients to provide holistic advice around wealth creation. From residential to commercial property and shares to managed funds.Taxation Implications - projections surrounding the impact of our advice recommendations on personal taxation and tax inside super.All of our advice incorporates an ongoing advice service to help keep clients on track to achieving their goals and objectives.
Jul 2016 - Jul 2017
Paraplanner
Preparation of Advice and compliance documentationRisk analysisInsurance quotingSuperannuation researchWealth projections
Jun 2015 - Jul 2016
Board Treasurer
Feb 2016 - Feb 2017
Team & coworkers
Colleagues at Invest Blue
Other employees you can reach at investblue.com.au. View company contacts for 74 employees →
JM
Jennifer Mogg
Colleague at Invest BlueGreater Brisbane Area, Australia
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JP
Jai Pollard
Colleague at Invest BlueBellerive, Tasmania, Australia
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MN
Melissa Neary
Colleague at Invest BlueArmidale, New South Wales, Australia
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NG
Nicholas Grady Cfp®
Colleague at Invest BlueCoffs Harbour, New South Wales, Australia
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DP
Dave Perry
Colleague at Invest BlueGold Coast, Queensland, Australia
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IC
India Chapman
Colleague at Invest BlueBurleigh Waters, Queensland, Australia
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LF
Lisa Forbes
Colleague at Invest BlueQueensland, Australia
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FM
Faith Michaella Herrero
Colleague at Invest BlueCebu, Central Visayas, Philippines
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AL
Anthony Lyons
Colleague at Invest BlueGreater Brisbane Area, Australia
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BH
Brin Hinchcliffe
Colleague at Invest BlueCentral Coast, New South Wales, Australia
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Jennifer Mogg
Colleague at Invest BlueGreater Brisbane Area, Australia
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JP
Jai Pollard
Colleague at Invest BlueBellerive, Tasmania, Australia
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MN
Melissa Neary
Colleague at Invest BlueArmidale, New South Wales, Australia
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NG
Nicholas Grady Cfp®
Colleague at Invest BlueCoffs Harbour, New South Wales, Australia
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DP
Dave Perry
Colleague at Invest BlueGold Coast, Queensland, Australia
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IC
India Chapman
Colleague at Invest BlueBurleigh Waters, Queensland, Australia
View →
LF
Lisa Forbes
Colleague at Invest BlueQueensland, Australia
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FM
Faith Michaella Herrero
Colleague at Invest BlueCebu, Central Visayas, Philippines
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AL
Anthony Lyons
Colleague at Invest BlueGreater Brisbane Area, Australia
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BH
Brin Hinchcliffe
Colleague at Invest BlueCentral Coast, New South Wales, Australia
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3 education records
Danny Murch education
Advanced Diploma, Financial Planning And Services
Diploma Of Financial Planing, Financial Planning And Services, Completed
Bachelor’S Degree, Sport & Exercise Science, Bsc (Hons)
FAQ
Frequently asked questions about Danny Murch
Quick answers generated from the profile data available on this page.
What company does Danny Murch work for?
Danny Murch works for Invest Blue.
What is Danny Murch's role at Invest Blue?
Danny Murch is listed as Senior Financial Adviser at Invest Blue.
Where is Danny Murch based?
Danny Murch is based in Greater Newcastle Area, Australia while working with Invest Blue.
What companies has Danny Murch worked for?
Danny Murch has worked for Avanti Advisers, Invest Blue, Advisory Group (Amp Financial Planning), Lambourne Partners, and Bell Partners Wealth Creation.
Who are Danny Murch's colleagues at Invest Blue?
Danny Murch's colleagues at Invest Blue include Jennifer Mogg, Jai Pollard, Melissa Neary, Nicholas Grady Cfp®, and Dave Perry.
How can I contact Danny Murch?
You can use AeroLeads to view verified contact signals for Danny Murch at Invest Blue, including work email, phone, and LinkedIn data when available.
What schools did Danny Murch attend?
Danny Murch holds Advanced Diploma, Financial Planning And Services from Kaplan Professional.
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