Patrick Malcolm

Patrick commenced employment with GFM in 2002 whilst he was completing his Bachelor of Commerce at Melbourne University. He was employed on a full time basis in late 2003 and completed his studies on a part time basis thereafter. 

Patrick was the second financial planner of the firm to be awarded the Certified Financial Planner® designation. He is a CPA and was designated a Financial Planning Specialist by this organisation.

GFM Wealth Advisory has been providing high-quality advice since 1973. The firm is privately owned by staff and Directors and has held its own Australian Financial Services License since 2003. We are not connected to any larger financial institution.

We are driven by client outcomes. Our financial advice is tailored to each client’s unique needs. Our focus is on ensuring our clients receive the very best advice, based only in their best interests.

GFM Wealth Advisory is a Financial Planning Association (FPA) accredited Professional Practice and members of the Self-Managed Superannuation Fund (SMSF) Association.

All our financial planners are degree qualified with additional qualifications in financial planning and specialisations in self-managed superannuation funds. Our planners are well supported by a professional client services team.

To ensure we are providing the most prudent advice to our clients, we are continually monitoring markets and the economic landscape.