Financial Adviser
· SYDNEY, NSW
Malcolm Rickman Boyd
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000266871
Malcolm Rickman Boyd is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Malcolm is currently authorised under Swmg 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 B. Ed. (Maths) from Sydney University. Malcolm is a member of Tax Practitioners Board (Registered Tax Financial Adviser).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
B. Ed. (Maths)
Sydney University
2003
Grad. Dip. Applied Finance & Investment
Securities Institute
2005
F. Fin
Finsia
2011
SSA Accreditation
SMSF Professionals' Association of Australia Limited
2015
Certificate IV in Finance & Mtg
Kaplan
Registration History
Source: ASIC Financial Advisers Register