Financial Adviser
· ROCKLEA, QLD
Malcolm James Wicks
No disciplinary history on record with ASIC
ROCKLEA,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311135
About Malcolm James Wicks
Malcolm James Wicks is a financial adviser based in Rocklea, Queensland, with 19 years of experience in the financial services industry since 2007. Malcolm is currently authorised under Divitia, operating through Divitia Advisers. Malcolm holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Malcolm's qualifications include a Bachelor of Business (Accounting) from QUT. Malcolm is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (Accounting)
QUT
2007
Diploma of Financial Services
Tribecca