Financial Adviser
· GRIFFITH, NSW
Malcolm Cameron Urquhart
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267020
Malcolm Cameron Urquhart is a financial adviser based in Griffith, New South Wales, with 26 years of experience in the financial services industry. Malcolm is currently authorised under Urquhart Sexton Financial Planning Pty Ltd. Malcolm holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Malcolm is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Graduate Diploma in Business
Curtin University of Techonology
2002
Diploma in Financial Planning
Financial Planning Association
2004
Certified Financial Planner
Financial Planning Association
2005
Securitor SMSF Adviser Education Program
Financial Essentials
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register