Malcolm Godfrey
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Malcolm Godfrey is an ASIC-registered financial adviser dedicated to helping individuals and families in Evandale, SA, achieve their financial goals. With a Diploma in Financial Planning from Deakin University (1996) and a Bachelor of Commerce from the University of South Australia (2002), Malcolm combines extensive academic knowledge with practical experience. He stays current with industry best practices, as evidenced by his completion of Ethics and Professionalism in Financial Advice through Kaplan Professional in 2020. Malcolm is also a proud member of the Institute of Public Accountants (IPA). Authorised to provide advice on a comprehensive range of financial products, Malcolm specialises in superannuation, insurance, wealth management, and retirement planning. He is well-versed in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His advice is tailored to each client's unique circumstances, ensuring that they receive the most appropriate and effective strategies. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Malcolm today for a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Malcolm Godfrey offer?
Malcolm Godfrey specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to provide advice on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Malcolm Godfrey's qualifications?
Malcolm holds a Diploma in Financial Planning from Deakin University (1996) and a Bachelor of Commerce from the University of South Australia (2002). He also completed Ethics and Professionalism in Financial Advice through Kaplan Professional in 2020.
How does Malcolm Godfrey tailor his financial advice?
Malcolm takes a personalised approach, carefully assessing each client's unique financial situation, goals, and risk tolerance to develop a tailored strategy that meets their specific needs.
What can I expect during my initial consultation with Malcolm Godfrey?
During your initial consultation, Malcolm will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This will help him understand your needs and determine how he can best assist you.
Is Malcolm Godfrey a member of any professional organisations?
Yes, Malcolm is a member of the Institute of Public Accountants (IPA).
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.