Malcolm has been involved in a Client Service Officer role in the financial planning industry for over a year and has extensive business experience, having previously owned his own business. He also has a Bachelor of Economics and is currently working through his Bachelor of Accounting.
Malcolm’s day-to-day role involves answering client queries and assisting with the implementation of the strategies recommended in your Statement of Advice. He is particularly responsible for implementing: all matters relating to superannuation, insurances, regular investments in managed accounts, property purchases and debt recycling.
Outside of Work
When he’s not studying, Malcolm enjoys travelling and spending time with his family.
What’s your favourite thing about being part of the MWS team?
Everyone is willing to assist one another when needed.
What do you wish people knew about financial planning?
The work that goes on behind the scenes.
What's your favourite book, movie and food?
Book: Lord of the Rings by J. R. R. Tolkien
Movie: Young Guns
Food: T-bone steak with pepper sauce, chips and salad.
If you could give one piece of advice to the Malcolm from 10 years ago, what would it be?
Do not spend more than you earn.
What's your weirdest office habit?
I sneeze very loudly.
What's the one thing about you that people would be surprised to learn?
At school, I was found to have a very high IQ.
If you could have dinner with anyone past or present, who would it be and why?
My first choice would be my older brother, as he is no longer with us. Otherwise, my other choices would be Robin Williams or Keith Richards as they’d both be very entertaining.