Advisor Profile: Patrick Malcolm
Patrick Malcolm is a Senior Partner and Certified Financial Planner® at GFM Wealth Advisory.
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 and completed his studies on a part-time basis thereafter.
Patrick was responsible for the creation of the GFM para-planning/technical services division, which produces the documentation that is presented to clients at appointments. The scope of this role expanded over his tenure in this position and eventually encompassed many practice management duties. He commenced his current role as a Financial Planner at the start of 2012.
Patrick returned to Melbourne University to undertake a Master of Applied Finance on a part-time basis, which he completed in 2008. He has also undertaken a range of additional studies. Patrick was the second financial planner of the firm to be awarded the Certified Financial Planner® designation. He is also a CPA.
In 2012 Patrick was offered the opportunity to become a Partner of the firm, which he views by far as his most satisfying professional achievement.
Patrick is a member of the GFM Investment Committee, which meets monthly to research, select and monitor all the investments on the GFM Approved Investment List.
Patrick lives with his wife, Liesl and young children, Jakob and Zoe, in the inner city. He is an avid golfer and is a board member of the Peninsula Kingswood Country Golf Club. Patrick is a passionate supporter of Carlton in the AFL.
“I love the industry and my job, but most of all, I love the firm. I hope my enthusiasm comes through in my dealings with my clients, as there is nothing else I would rather do day in, day out. I am passionate about quality financial planning advice.”
I am very proud of our firm and that we can freely act in the best interests of our clients, conducting these relationships without being told what to do by another institution. Our clients know that we are not tied to the influences or products or a third party, and we can build the advice and strategies that are right for our clients in a practical, timely, personal and proactive manner. We have a loyal, hard-working, knowledgeable and caring team that I am honoured to work with daily.
CFP®, MAppFin(Melb), CPA, SSA®
Certified Financial Planner®
SMSF Specialist Advisor™
Authorised Representative No. 278061
- Bachelor of Commerce & Master of Applied Finance (University of Melbourne)
- Certified Financial Planner®
- Graduated Diploma of Applied Finance and Investment
- Diploma of Financial Planning
- SMSF Specialist Advisor™
- Barron’s Top Financial Advisers 2020