Patrick William Malcolm
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278061
- Location
- Hawthorn East VIC 3123
- Licensee
- Gilham Financial Management Pty Ltd (AFSL 229401)
- Authorised since
- 1 July 2004
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, The University of Melbourne (2005); Graduate Diploma of Applied Finance and Investment, Financial Services Institute of Australasia (2006); Master of Applied Finance, The University of Melbourne (2008); Certified Financial Planner, Financial Advice Association of Australia Limited (2013); SMSF Specialist Advisor, SMSF Association Ltd (2014); FASEA Financial Adviser Exam, Financial Adviser Standards and Ethics Authority (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA); 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 Patrick William Malcolm
Patrick William Malcolm is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorn East, Victoria (adviser number 000278061).
Advice is given under the Australian financial services licence of Gilham Financial Management Pty Ltd, licence number 229401. That authorisation dates from 1 July 2004.
The register records 2012 as the year Patrick first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Melbourne, 2005), Graduate Diploma of Applied Finance and Investment (Financial Services Institute of Australasia, 2006) and Master of Applied Finance (The University of Melbourne, 2008). Patrick is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
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.
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Questions people ask
Is Patrick William Malcolm a registered financial adviser?
Yes. Patrick William Malcolm is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278061.
Which licensee does Patrick William Malcolm work under?
Gilham Financial Management Pty Ltd, Australian financial services licence 229401.
What can Patrick William Malcolm 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.