Malcolm Ian Godfrey
Financial Adviser in Evandale, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245952
- Location
- Evandale SA 5069
- Licensee
- Pilot Wealth Management Pty Ltd (AFSL 410134)
- Authorised since
- 6 June 2016
- First provided advice
- 1996
- Qualifications
- Diploma Financial Planning, Deakin UNiversity (1996); Bachelor of Commerce, UNiversity of South Australia (2002); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Institute of Public Accountants (IPA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Malcolm Ian Godfrey
Malcolm Ian Godfrey is a financial adviser in Evandale, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000245952.
Malcolm provides advice as an authorised representative of Pilot Wealth Management Pty Ltd, which holds Australian financial services licence 410134. That authorisation dates from 6 June 2016.
The register records 1996 as the year Malcolm first provided financial advice. Qualifications and training on file include Diploma Financial Planning (Deakin UNiversity, 1996), Bachelor of Commerce (UNiversity of South Australia, 2002) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Institute of Public Accountants (IPA).
Malcolm is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Ian Godfrey a registered financial adviser?
Yes. Malcolm Ian Godfrey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245952.
Which licensee does Malcolm Ian Godfrey work under?
Pilot Wealth Management Pty Ltd, Australian financial services licence 410134.
What can Malcolm Ian Godfrey 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; standard margin lending.