Kevin Malcolm
Background
Summary
Kevin has worked in the financial services industry for since 2000 , including ten years working for Australia's largest mutual bank in a regional management role. In this role, Kevin was responsible for training and development of branch managers and their support staff. He gained this role due to his success as an award winning branch manager. Kevin is a qualified Workplace Trainer and Assessment Officer and has completed his Advanced Diploma of Financial Planning with the Monarch Institute. As an Authorised Representative of Bridges, Kevin is able to assist clients in the area of:
Tax-effective investment strategies
Superannuation strategies
Retirement planning
Centrelink entitlements
Stockbroking
Salary packaging
Personal insurance (life, TPD, trauma, income protection)
Estate planning.
Backed by a team of leading research analysts, clients have access to a range of leading Australian and international fund managers as well as listed investments.
Kevin is committed to building long-term relationships with clients by providing them with appropriate personal advice and professional ongoing service.
Bio Alignments
Not institutionally aligned
Education
ADFP - Advanced Diploma of Financial Planning
