Financial Adviser
· SOUTH PERTH, WA
Malcolm Edward Evans
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000349864
Malcolm Edward Evans is a financial adviser based in South Perth, Western Australia, with 17 years of experience in the financial services industry since 2009. Malcolm is currently authorised under Kli Accountants And Wealth Managers. Malcolm holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Malcolm's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Malcolm is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Curtin University
2009
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan Professional
2011
CFP Certification Program
Financial Planning Association of Australia
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Authorised to provide personal financial product advice to retail clients on MDA Services
Source: ASIC Financial Advisers Register