Malcolm Penglase
About Me
No matter how complex or simple your financial planning requirements, clear and concise advice can provide you with greater confidence setting and achieving your personal and financial goals. With over 20 years in the financial planning industry, and a broad financial planning background, I specialise in pre retirement wealth accumulation and retirement strategies.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years
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Licensed By Gda Financial Services Pty Ltd