PATRICK WILLIAM MALCOLM (Adviser# 000278061) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2004.
| Register Name | Financial Advisers |
| Adviser Name | PATRICK WILLIAM MALCOLM |
| Adviser Number | 000278061 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000229401 GILHAM FINANCIAL MANAGEMENT PTY LTD |
| Licence ABN | 69006679394 |
| Adviser Start Date | 2004-07-01 |
| Appointing Representative Name | GILHAM FINANCIAL MANAGEMENT PTY LTD |
| Appointing Representative Number | 000229401 |
| Appointing Representative ABN | 69006679394 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Certified Financial Planner | Financial Planning Association |
| Certified Practicing Accountant | CPA Australia |
| Master of Applied Finance | University of Melbourne |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000229401 | GILHAM FINANCIAL MANAGEMENT PTY LTD | 2004-07-01 - | GILHAM FINANCIAL MANAGEMENT PTY LTD |
| Licence Name | GILHAM FINANCIAL MANAGEMENT PTY LTD |
| Licence Number | 000229401 |
| Licence ABN | 69006679394 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NICOLA LOUISE BESWICK | Gilham Financial Management Pty Ltd | Current | 2016-06-01 |
| BREE EMILY HALLETT | Gilham Financial Management Pty Ltd | Current | 2014-02-06 |
| JAMES MALLIAROS | Gilham Financial Management Pty Ltd | Current | 2005-08-05 |
| PAUL JAMES NICOL | Gilham Financial Management Pty Ltd | Current | 2003-07-11 |
| ANTHONY GEORGE GILHAM | Gilham Financial Management Pty Ltd | Ceased | 2003-07-11 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NICOLA LOUISE BESWICK | Gilham Financial Management Pty Ltd | Current | 2016-06-01 |
| BREE EMILY HALLETT | Gilham Financial Management Pty Ltd | Current | 2014-02-06 |
| JAMES MALLIAROS | Gilham Financial Management Pty Ltd | Current | 2005-08-05 |
| PAUL JAMES NICOL | Gilham Financial Management Pty Ltd | Current | 2003-07-11 |
| ANTHONY GEORGE GILHAM | Gilham Financial Management Pty Ltd | Ceased | 2003-07-11 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.