James Malcolm

James Malcolm

SSA
Company
Foster Wealth
Title
Practice Principal
Profession
Financial Planner
Address
Suite 302 101A Lord Sheffield Circuit, PENRITH NSW 2750, Australia
Qualifications
Agriculture (Bachelor) - University of Western Sydney, 1990
Accounting (Graduate Diploma) - University of Technology Sydney, 1993
SSA (Designation) - SMSF Association, 2023
Master of Financial Planning (Masters) - Kaplan, 2023
Master of Commerce in Professional Accounting (Masters) - Macquarie University, 1997
Advisor

Summary

Over 30 years of experience in the financial services industry specialising in professional accounting practice and software, financial planning and finance, having worked and founded various businesses in the industry including financial service licensee’s, financial planning, professional accounting and software businesses. Holds both a Master of Financial Planning and Master of Commerce in Professional Accounting degrees, with also degrees in Accounting, Financial Planning and Agriculture. Is an Affiliate Financial Planner® and a SMSF Specialist Advisor™ with accreditations in Direct Shares and Margin lending. James is very passionate about financial advice and the role and benefits a SMSF combined with a sound and comprehensive advice strategy, coupled with a disciplined approach to investing can provide financial success.

Get in touch with James Malcolm