James Malhi

Malhi Private Wealth

Gold
8 Yrs Experience
Brisbane City, QLD 4000
James has extensive experience in wealth management and strategic financial planning, delivering advice on a wide range of areas. James genuinely enjoys the relationships he creates with clients; he believes a financial advice relationship is meant to be for the long haul and personal. This passion for providing solutions for his clients was developed during his university education at Griffith University, where he completed a Bachelor’s degree in Commerce (BCom), Majoring in Accounting and Finance. Additionally, he has a Diploma in Financial Planning and an Advanced Diploma in Financial Planning. At Malhi Private Wealth, James is a Managing Director and Principal Adviser where he upholds his fiduciary duty and incorporates his knowledge to deliver financial advice to high-net-worth individuals, families, trusts and companies. His success has been built on deep relationships with his clients, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke financial plans. James prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of financial strategies tailored to build and preserve wealth. Prior to the launch of Malhi Private Wealth, James worked at Shaw and Partners and Westpac/BT Financial Group from 2013 to 2020, where he won numerous awards for his commitment to his clients. Having worked at large financial institutions prior to the launch of Malhi Private Wealth, James has established strong and long-lasting relationships with a select group of private clients and trusts. His advice is personalised and backed by responsible decision-making and careful analysis. James is attentive to individuals’ needs, no matter how simple or complex. James can assist with: * Australian companies (ASX Top 200) * Asset allocation and risk management * Investments products (Exchange-Traded Funds, Active and Index Funds etc) * Dividend franking strategies to yield income to supplement capital growth * Retirement planning and superannuation advice * Risk and debt management * Estate planning considerations Qualifications * Bachelor of Commerce (Bcom), Major Accounting and Finance * Advanced Diploma in Financial Planning and Services * ASIC Accredited in Margin Lending & Geared Investments * ASIC Accreditation for Self-Managed Super Funds * Completed the Financial Adviser Standards and Ethics Authority Exam * FASEA approved Ethics and Professionalism in Financial Advice

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 12
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Accounting and Finance)
  • Language spoken
    • English

Malhi Private Wealth

Level 18, 127 Creek St
Brisbane City, QLD 4000

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.65
12 Reviews
5
4
3
2
1
4.70
Clear communication
4.40
Knowledge & expertise
5.00
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 12

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5.00

"James was recommended to me when I was looking for someone thorough following a very generic super review was provided with very unrealistic outcomes suggested. James has carefully reviewed my options for both superannuation and insurance and provided a realistic and well thought out approach. He has been fantastic about explaining my options as well as the whys behind them."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James currently provides my wife and I with advice in areas including Superannuation and Transition to Retirement. He is approachable and carefully explains reasons behind proposed actions. His confidence is infectious and is backed up with appropriate knowledge and strategies. He is usually available to discuss details when needed and I feel confident that the advice given is right for our needs."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James has given me advice for our Super funds and managing debt. James was usually able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive James's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James understood my requirements and fulfilled the mandate of the sought advice. Excellent communication through the process."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James advice was clearly explained and he is extremely easy to deal with. He follows up where necessary and has always ensured I am kept up to date with any changes. I have referred James to family and friends and they have also had the same pleasant experiences as myself. I would highly recommend James to anyone needing financial advice."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James has provided me with advice in areas including Superannuation and Transition to Retirement. He is approachable and carefully explains reasons behind proposed actions. His confidence is backed up with appropriate knowledge and he is usually available to discuss details when needed. I feel confident that the advice given was right for my needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"James has given me advice in many areas and managed my transition. James was able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive James's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"James has been advising me on retirement and superannuation strategies for a few years now. Thoroughness and professionalism are stand out qualities in his approach to advising on financial matters, along with presentation of alternative solutions. Objectives are made very clearly. I will be making use of all these qualities in the medium to long term down the track."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Never thought I'd get to having a financial manager when I was younger - too busy working full time in my profession. Then got James on a suggestion from bank staff member...well it was a best decision made, as being older in the workplace, needed good advice regarding super, tax, and just what's out there to one's advantage. I have the highest confidence about James' always explaining changes clearly to me as a 'lay person' about crunching numbers. He is always available to talk to or send an email when ever required. I find him very consistent in his approach each time - especially now at the time when I needed to retire from work earlier than I thought.... Thank you James for professional attention - top FA '"

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have always found James very helpful, we are very confident with all the advice he has given us. He is always available if we need to speak to him."

  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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