Financial Adviser
· EVANDALE, SA
Malcolm Ian Godfrey
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245952
Malcolm Ian Godfrey is a financial adviser based in Evandale, South Australia, with 30 years of experience in the financial services industry. Malcolm is currently authorised under Pilot Wealth Management 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 Bachelor of Commerce from UNiversity of South Australia. Malcolm is a member of Institute of Public Accountants (IPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Diploma Financial Planning
Deakin UNiversity
2002
Bachelor of Commerce
UNiversity of South Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
PPS LIFESTYLE SOLUTIONS PTY LTD
XPAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register