With a keen emphasis on partnering with clients to plan and consolidate their assets, Kevin’s expertise lies in connecting with each client on a personal level to help them build a clear understanding of the options and opportunities available to them.
With simple step by step advice, Kevin strives to help his clients eliminate debt before retirement and is innovative in finding solutions to challenging problems.
A long-standing member of the Blue Harbour team, Kevin has worked in the financial services industry since 2001. With an Advanced Diploma in Financial Planning, Kevin is a member of the Association of Financial Advisors (AFA). His commitment to ethics in financial planning is demonstrated by his FASEA (Financial Adviser Standards and Ethics Authority) compliance.
Kevin’s impressive background in financial services includes experience at corporates like American Express and Heritage Bank. He joined Blue Harbour in 2013 to focus on helping ‘everyday Australians’ who need assistance planning their financial future.
Kevin Malcolm is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190
You’ll find Kevin playing and watching soccer whenever the opportunity arises, or hankering after travels in Europe to explore Italy and France with his young family.