Kevin Malcolm

Blue Harbour Financial Partners

Gold
10 Yrs Experience
Cleveland, QLD 4163

I have worked in the financial services industry since 1998, including ten years working for Australia’s largest mutual bank in a regional management role. 

I qualified to pratice as a Financial Adviser in 2013 after several years of balancing study and a full time Banking Management role.

I enjoy working with clients who are committed to long-term retirement planning and the steps required to take control of their futures. 

My greatest satisfaction comes from helping people understand finances and becoming financially confident. 

I feel I explain the world of Finance and Superannuation in simple terms that clients understand and cut out all the jargon that the industry uses.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.72
  • Number of reviews 37
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Blue Harbour Financial Partners

Level 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190