The Financial Planning Association of Australia The Financial Planning Association of Australia

James Malliaros, CFP®

Name James Malliaros, CFP®
Company GFM Wealth Advisory
Address 190 Through Road
Camberwell, VIC 3124
Phone 03 9809 1221
Email [email protected]

I commenced employment with GFM in late 2001, initially as the company's Financial Controller and then moving onto a Paraplanning role a couple of years later. From August 2005, I have been in my current role as a Financial Planner and in July 2013 became a SMSF Specialist Advisor.

Over the last decade, GFM has moved its business model to specialise in Self Managed Superannuation Funds (SMSF). Although GFM has operated and managed SMSFs on behalf of clients since 1996, the significant growth has been largely attributed to GFM’s concentration on managing SMSFs over the last ten years.

Today, the vast majority of GFM’s client base is SMSF clients. The SMSF service offering is a complete “end to end” offering including SMSF set-up, administration, compliance, ongoing investment advice and accounting.

In 2003, GFM made a significant decision in applying for its own Australian Financial Services Licence (AFSL). Currently in Australia over 95% of Financial Planning firms are fully or partly owned by banks, large fund managers or other financial institutions. The implication of GFM having their own AFSL is that they have no financial institution, bank or fund manager that dictates which investments they recommend or how clients are to be invested. 100% of GFM is owned by staff and Paul is a significant shareholder.

In 2013, GFM acquired accounting firm P. Gruchy and Associates, which has since been renamed GFM Gruchy Accounting. The acquisition has been critical for GFM as it allows the offering of not only comprehensive financial advice but also high quality accounting solutions.

I am a member of the GFM Investment Committee, which meets monthly to research, select and monitor all the investments on the GFM Approved Investment List

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