Financial Adviser · HAWTHORN EAST, VIC

Patrick William Malcolm

HAWTHORN EAST, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000278061

Currently at

Gilham Financial Management

Hawthorn East, VIC (firm address)

View firm profile

Patrick William Malcolm is a financial adviser based in Hawthorn East, Victoria, with 14 years of experience in the financial services industry since 2012. Patrick is currently authorised under Gilham Financial Management. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Patrick is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and SMSF Association.

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

2005

Bachelor of Commerce

The University of Melbourne

2006

Graduate Diploma of Applied Finance and Investment

Financial Services Institute of Australasia

2008

Master of Applied Finance

The University of Melbourne

2013

Certified Financial Planner

Financial Advice Association of Australia Limited

2014

SMSF Specialist Advisor

SMSF Association Ltd

2019

FASEA Financial Adviser Exam

Financial Adviser Standards and Ethics Authority

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Gilham Financial Management Pty Ltd

Jul 2004 - Present Current

Source: ASIC Financial Advisers Register