Malcolm Godfrey Financial Planner Report

Name:
Malcolm Ian Godfrey

Rep Number:
000245952

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2016-06-06 onwards

ABN:
63 931 655 018

Licensee
Name:

Number:
000410134

ABN:
68 150 457 560

Appointed By
Name:
Pilot Wealth Management Pty Ltd

Licence Number:
000410134

ABN:
68 150 457 560

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of South Australia
Bachelor of Commerce
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)