Jacques Malan

Viridian Advisory

Platinum

10 Yrs Experience

Perth, WA 6000

About Jacques
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I have been a Financial Planning Professional for more than 25 years. My experience includes providing advice to clients ranging from Consumers (Mums & Dads), High Net Worth Individuals and Business Owners. My clients value the way that I make the complexities of superannuation and investments easy to understand.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Initial Advice and Implementation Fees are flat Dollar fees based on the scope of work to be performed. Ongoing advice services are typically 12 month agreements at flat Dollar fees depending on the nature of advice and structures held.

5.00 May 2025

We feel very fortunate to have Jacques as our adviser. We have known Jacques for many years now and we can recommend him with great confidence and sincerity. Jacques is very professional but also very approachable and friendly. He is very knowledgeable in all financial matters and makes the process of implementing strategies a breeze. Thank you Jacques for all your expertise and friendship.

4.25 May 2025

Jacques always asks how I am going and what I need before we start with the financial details, so I know he cares about me, and is careful with his advice.

5.00 April 2025

Jacques has looked after my superannuation for several years and explains it all in yearly meetings. He also enabled me to buy annuities with Challenger over the years. I have found him to be extremely helpful, professional, but still friendly. So I have no hesitation in phoning him if I have any concerns.

5.00 March 2025

We have been impressed by Jacques' speedy response and expert advice during the period he has been our financial adviser. His additional advice, professional assistance and support when my partner required admission to a Residential Care Facility was especially appreciated. Thank you Jacques.

5.00 March 2025

We found Jacques to be extremely knowledgeable and he took the time to understand our situation. His advice was excellent and clearly explained. We found him to be very approachable and easy to talk to and would not hesitate to recommend him to others.

Adviser status Platinum
Rating 4.95
Number of reviews 26
First year providing advice 2015
Years of experience 10
Highest qualifications
- Certified Financial Planner (CFP)
- Bachelor of Commerce (Honours)
Language spoken
- English