Mal Greentree

Greentree Wealth Management

5.00
1 Review
Gold
19 Yrs Experience
Norwest, NSW 2153

Malcolm is a Certified Financial Planner with over 15 year's experiece providing quality advice to clients.

Malcolm begain working in the financial services industry in 2001, gaining solid strategic, technical and product knowledge around various financial stratedies for all stages of life. He works with clients in developing strategies that will improve their financial health by reducing finsncial uncertainty, not to sell them financial products.

Malcolm's strongest skill is in translating complex advice strategies into tailored and easy to understand financial plans, ensuring that financial advice remains accessible and achievable for everyone.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Greentree Wealth Management

Suite 23,
Norwest, NSW 2153

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523