PATRICK WILLIAM MALCOLM
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2006 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia
2008 - Master of Applied Finance - Masters Degree (AQF 9) - The University of Melbourne
2013 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2014 - SMSF Specialist Advisor - Professional Designations - SMSF Association Ltd
2019 - FASEA Financial Adviser Exam - Other - Financial Adviser Standards and Ethics Authority
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
SMSF Association
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.