Malcolm Cameron Urquhart
Financial Adviser in Griffith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267020
- Location
- Griffith NSW 2680
- Licensee
- Urquhart Sexton Financial Planning Pty Ltd (AFSL 303051)
- Authorised since
- 10 August 2006
- First provided advice
- 2000
- Qualifications
- Graduate Diploma in Business, Curtin University of Techonology (1998); Diploma in Financial Planning, Financial Planning Association (2002); Certified Financial Planner, Financial Planning Association (2004); Securitor SMSF Adviser Education Program, Financial Essentials (2005); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Malcolm Cameron Urquhart
Malcolm Cameron Urquhart is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Griffith, New South Wales (adviser number 000267020).
Advice is given under the Australian financial services licence of Urquhart Sexton Financial Planning Pty Ltd, licence number 303051. That authorisation dates from 10 August 2006.
The register records 2000 as the year Malcolm first provided financial advice. The qualifications listed for Malcolm include Graduate Diploma in Business (Curtin University of Techonology, 1998), Diploma in Financial Planning (Financial Planning Association, 2002) and Certified Financial Planner (Financial Planning Association, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Malcolm is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Malcolm Cameron Urquhart a registered financial adviser?
Yes. Malcolm Cameron Urquhart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267020.
Which licensee does Malcolm Cameron Urquhart work under?
Urquhart Sexton Financial Planning Pty Ltd, Australian financial services licence 303051.
What can Malcolm Cameron Urquhart give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.