Scott Malcolm Financial Planner Report

Name:
Scott David Malcolm

Rep Number:
000262368

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2009-04-15 onwards

Location:
Canberra, , ACT, 0

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
University of Canberra
BA Commerce in Management Sciences
Financial Planning Association of Australia Limited
Certified Financial Planner
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association