Malcolm Ian Godfrey – Financial Adviser

Adviser identifying number: 245952
Status: Current
Adviser’s ABN: 63931655018
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: PILOT WEALTH MANAGEMENT PTY LTD
Licence number: 410134
Licensee’s ABN: 68150457560
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PILOT WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000410134
Authorised Representative’s ABN: 68150457560

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – University of South Australia
• Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)

Malcolm Ian Godfrey is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility