Malcolm James Wicks
Financial Adviser in Rocklea, Queensland, Australia
Review Malcolm James Wicks
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000311135
- Location
- Rocklea QLD 4106
- Licensee
- Divitia Pty Ltd (AFSL 412113)
- Authorised since
- 26 November 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Accounting), QUT (1993); Diploma of Financial Services, Tribecca (2007)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- 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 James Wicks
On the Financial Advisers Register kept by ASIC, Malcolm James Wicks appears as a current financial adviser in Rocklea, Queensland, adviser number 000311135.
The licensee Malcolm advises under is Divitia Pty Ltd (AFS licence 412113). The current authorisation started on 26 November 2020.
The register records 2007 as the year Malcolm first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (QUT, 1993) and Diploma of Financial Services (Tribecca, 2007). Malcolm is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice 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.
Reviews
Nobody has reviewed Malcolm James Wicks here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Malcolm James Wicks a registered financial adviser?
Yes. Malcolm James Wicks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311135.
Which licensee does Malcolm James Wicks work under?
Divitia Pty Ltd, Australian financial services licence 412113.
What can Malcolm James Wicks 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.