MALCOLM RICKMAN BOYD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - B. Ed. (Maths) - - Sydney University
2003 - Grad. Dip. Applied Finance & Investment - - Securities Institute
2005 - F. Fin - - Finsia
2011 - SSA Accreditation - - SMSF Professionals' Association of Australia Limited
2015 - Certificate IV in Finance & Mtg - - Kaplan
🏢 Professional Memberships
Tax Practitioners Board (Registered Tax Financial Adviser)
ℹ️ 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.