Kevin Malcolm

Blue Harbour Financial Partners

Silver
8 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 Silver
  • Rating 4.70
  • Number of reviews 36
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning (DFP 1-8)
  • 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

4.70
36 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.70
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 36

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4.00

"ok"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Called on Kevin for annual review Discussed possible pension strategies . Kevin is confident and explains issues clearly"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kevin has given me advice that has kept my funds growing."

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

"I have had Kevin as an investment and superannuation advisor for a number of years. Kevin is extremely professional and has a wealth of product knowledge."

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

"Kevin is an extremely knowledgeable adviser, I feel very confident that the advice Kevin gives is always suitable to my needs."

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

"Very polite and knowledgeable. He has helped us out with our super and insurances. Our super has definitely been well managed making more money with him then through previous funds. Always happy to listen to what you have to say. I would highly recommend."

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

"Kevin keeps me up to date with changes that can affect my finances. He and his staff act on my queries very quickly. Due to visit Kevin soon to discuss my retirement."

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

"Kevin has given me advice with setting up my super fund and managing the share portfolio of the fund for the best outcomes for when I retire. He listens to my concerns and that I take an active interest in my portfolio on my shares. I feel comfortable to contact him for advise when I need it."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kevin helped me at a worrying time in my life allowing me to make a decision, based on his advice/information, that has been extremely beneficial to my health and well being! He treats me like a friend that he wants to help rather than just a customer. I'm currently making some changes to my finances and I'm confident that Kevin will choose the best platform/product for my needs now and in the future!"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Kevin’s advice is usually very clear but I still often feel I'm left to make decisions based on information that I do not understand. I never really sure that I am actually getting financial advice or just opinions. I went into a self-managed fund on the basis of receiving sound financial advice. Whereas I believe Kevin does give good advice it often takes effort to get to that point. Emails sent advising me of recommended changes are usually too technical for me.to understand and male a decision."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Kevin Malcolm profile photo

Kevin Malcolm responded on July 2018

"Afternoon Bill Thanks very much for your feedback, I appreciate your comments. At our next Review Meeting lets look into some ideas to simplify your investments and maybe consider a Platform that requires less input and decision making by the client. Thanks again for your feedback! Kevin"

Showing reviews 1—10 of 36

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2013

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Investment Banking Institute
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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