Adviser Profile: Patrick Malcolm – Senior Partner & Certified Financial Planner®

By Paul Nicol

Patrick Malcolm is a Senior Partner and Certified Financial Planner® at GFM.

Patrick is the embodiment of everything young advisers in the industry should aspire. Patrick commenced employment with GFM in 2002 while he was completing his Bachelor of Commerce at Melbourne University. He was employed on a full-time basis in late 2003 while continuing to study. Patrick was responsible for the creation of the GFM para-planning/technical services division, and then he took the natural progression into his current role as a Financial Planner at the start of 2012. Finally, Patrick became a Partner in 2013.

Patrick’s progression from mixing part-time employment with study to a partner at GFM has not been by chance. Patrick has mixed hard work with the desire to upgrade his skills via study. He is a CFP®, SAFin, SMSF Specialist Adviser™, CPA Financial Planning Specialist Accreditation and has completed MAppFin (Melb.), B.Com (Melb.) and Graduate Diploma of Applied Finance and Investment. This is a very impressive list of tertiary qualifications and professional designations!

Patrick is an outstanding adviser who is highly regarded in the industry for his technical expertise and outstanding achievements so far.

We are very proud of Patrick and thrilled he is a key member and partner of the business.