Malcolm Urquhart
Financial Adviser
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About
Malcolm Urquhart is an ASIC-registered financial adviser dedicated to helping individuals and families in Griffith, NSW, achieve their financial goals. With a Graduate Diploma in Business from Curtin University of Technology (1998), a Diploma in Financial Planning from the Financial Planning Association (2002), and certification as a Certified Financial Planner (CFP) in 2004, Malcolm possesses a strong foundation of knowledge and expertise. He further enhanced his skills with the Securitor SMSF Adviser Education Program (2005) and continues to stay up-to-date with the latest industry standards, including completing Ethics and Professionalism in Financial Advice training with Kaplan in 2021. As a member of the Financial Advice Association of Australia (FAAA), Malcolm adheres to the highest ethical and professional standards. Malcolm is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. His extensive experience allows him to create tailored strategies that meet each client's unique circumstances and objectives. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Malcolm Urquhart today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Malcolm Urquhart provide?
Malcolm Urquhart offers a wide range of financial advice services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He can help you create a personalized financial plan to achieve your specific goals.
What are Malcolm Urquhart's qualifications and experience?
Malcolm Urquhart holds a Graduate Diploma in Business, a Diploma in Financial Planning, and is a Certified Financial Planner (CFP). He has over 20 years of experience in the financial services industry and is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during the financial planning process with Malcolm Urquhart?
During the financial planning process, you can expect a thorough assessment of your current financial situation, a clear understanding of your goals and objectives, and a personalized financial plan tailored to your needs. Malcolm will work with you every step of the way to ensure you are comfortable and confident in your financial future.
How can Malcolm Urquhart help me with my superannuation?
Malcolm can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy. He can help you maximize your superannuation benefits and ensure you have a comfortable retirement.
Is Malcolm Urquhart an ASIC-registered financial advisor?
Yes, Malcolm Urquhart is an ASIC-registered financial advisor, meaning he is authorized to provide financial advice in accordance with Australian regulations. This ensures he meets the required standards of competence and ethical conduct.
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