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

Patrick Malcolm, CFP®

Name Patrick Malcolm, CFP®
Company GFM Wealth Advisory
Address 190 Through Road
Camberwell, VIC 3124
Phone 03 98091221
Email [email protected]

Patrick Malcolm is a Financial Planner and an employee representative of the financial planning group, GFM Wealth Advisory.

Patrick commenced employment with the business in 2001. Over this time, Patrick has accumulated a wealth of knowledge relating to both strategic advice and investment markets.

Patrick’s qualifications

Master of Applied Finance (University of Melbourne)
Graduate Diploma of Applied Finance and Investment (FINSIA)
Bachelor of Commerce (University of Melbourne)
Diploma of Financial Planning
Employee Representative Number 278061
Member of CPA Australia.

Most of these qualifications centre around superannuation, investment management and retirement planning and his main areas of specialisation are:

Private, self managed superannuation funds
Constructing and managing investment portfolios
Allocated pensions, complying pensions and other retirement income planning.

Patrick is also a member of the GFM Wealth Advisory research committee (known as the Investment Board) which meets monthly to actively manage the Approved Product List of managed funds and shares.

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