James Malliaros CFP®
About Me
James Malliaros is a Senior Financial Planner at GFM Wealth Advisory.
James completed a Bachelor of Economics/Science Degree at Monash University, and after a number of years of working in management roles in the Hospitality Industry, travelling and undertaking further professional studies, he was employed by GFM in 2001 as its Financial Controller.
In his role as Financial Controller, James was primarily involved in managing the accounts, payroll and invoicing for GFM, as well as a number of financial year end accounting responsibilities like BAS and GST reporting.
After a couple of years of performing this role, James was given the opportunity to move into a more front line position within the organisation by taking a para-planning role in the newly established Para-Planning/Technical Services division. After being in the position of para-planner for a few years, James was given the opportunity to become a financial planner, a role he has been performing since mid-2005.
Through additional professional studies and as well as extensive experience in managing SMSF clients, James is also an SMSF Specialist Advisor™. In 2018 he qualified as a Certified Financial Planner®, the highest level of professional certification in Australia. He is a member of our Investment Committee.
James is married to Claudia, and they have two daughters. He enjoys bike riding and regularly swims at the local pool to keep fit. He is the Treasurer on the School Council at his daughter’s high school.
He is a passionate football fan and is a member of the Richmond Tigers in the AFL as well as Melbourne Victory in the A-League.
Areas of Focus
- Aged care
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
-
Years of Experience 20 Years
-
Licensed By Gilham Financial Management Pty Ltd