MALCOLM IAN GODFREY

Financial Adviser ยท Evandale, SA

Registered

Registration Number

000245952

Registration Status

Registered

Location

Evandale, SA 5069

Providing Advice Since

1996

Registration Date

06/06/2016

Financial Services Licensee

PILOT WEALTH MANAGEMENT PTY LTD

Licence #000410134

ABN (Australian Business Number)

63931655018

๐Ÿ“š Qualifications & Training

1996 - Diploma Financial Planning - Advanced Diploma (AQF 6) - Deakin UNiversity
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UNiversity of South Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Institute of Public Accountants (IPA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.