Financial Adviser · PENRITH, NSW

James Lyndon Malcolm

PENRITH, NSW

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001304311

Currently at

Foster Wealth

Bella Vista, NSW (firm address)

View firm profile

About James Lyndon Malcolm

James Lyndon Malcolm is a financial adviser based in Penrith, New South Wales, with 2 years of experience in the financial services industry since 2024. James is currently authorised under Templestone Financial Services, operating through Foster Wealth. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Masters of Commerce from Macquarie University. James is a member of Financial Advice Association of Australia (FAAA) 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

1997

Masters of Commerce

Macquarie University

2023

Graduate Diploma of Financial Planning

Kaplan Professional

2023

SMSF Specialist Advisor

SMSF Association

2024

Master of Financial Planning

Kaplan Professional

Registration History

Templestone Financial Services Pty Ltd

Jun 2024 - Present Current

Viridian Advisory Pty Ltd

Jun 2023 - Jun 2024 Ceased

Source: ASIC Financial Advisers Register