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Jacques Malan Cfp® Email & Phone Number
Executive Financial Adviser
at
Freshwater Wealth
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Executive Financial Adviser
Location
Greater Perth Area, Australia
Company size
Who is Jacques Malan Cfp®? Overview
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Quick answer
Jacques Malan Cfp® is listed as Executive Financial Adviser at Freshwater Wealth, a with 8 employees, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Jacques Malan Cfp®.
Jacques Malan Cfp® previously worked as Executive Advisor at Viridian Advisory and Senior Strategic Financial Adviser at Mercer. Jacques Malan Cfp® holds Financial Planning And Services, Certified Financial Planner® from Financial Planning Association.
Company email context
Email format at Freshwater Wealth
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Freshwater Wealth
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Profile bio
About Jacques Malan Cfp®
I have over 20 years’ experience helping every-day people make important financial decisions for their own and the future of their families.My clients get value because I can make the complexities of superannuation and investments easy to understand.I hold a Hons Degree in Business and Finance, an Advanced Post Graduate Diploma in Investment management and Portfolio Selection, several other financial planning related qualifications and the internationally recognised Certified Financial Planner® practitioner designation.
Current workplace
Jacques Malan Cfp®'s current company
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Freshwater Wealth
8 roles
Jacques Malan Cfp® work experience
A career timeline built from the work history available for this profile.
Executive Advisor
Senior Strategic Financial Adviser
Dec 2015 - Jun 2021
Regional Manager
Leading a team of Financial Planners operating in the Commercial and Retail Banking segments.
Mar 2012 - Nov 2015
Area Manager - Financial Planning & Insurance
Oct 2010 - Dec 2012
Business Financial Adviser
Jul 2008 - Sep 2010
Sales Development & Training Manager
May 2005 - Jul 2008
Branch / Regional Sales Manager
Sage Life Ltd
Jan 2003 - Apr 2005
6 education records
Jacques Malan Cfp® education
Financial Planning And Services, Certified Financial Planner®
Financial Planning Association
Advanced Diploma In Financial Planning, Financial Planning And Services
Kaplan Professional, Australia
Advanced Post Graduate Diploma In Financial Planning, Financial Planning And Services
Post Graduate Diploma In Financial Planning Law, Financial Planning And Services
University Of Free State, South Africa
Hons, Financial Management
Bachelor’S Degree, Business/Commerce, General
FAQ
Frequently asked questions about Jacques Malan Cfp®
Quick answers generated from the profile data available on this page.
What company does Jacques Malan Cfp® work for?
Jacques Malan Cfp® works for Freshwater Wealth.
What is Jacques Malan Cfp®'s role at Freshwater Wealth?
Jacques Malan Cfp® is listed as Executive Financial Adviser at Freshwater Wealth.
Where is Jacques Malan Cfp® based?
Jacques Malan Cfp® is based in Greater Perth Area, Australia while working with Freshwater Wealth.
What companies has Jacques Malan Cfp® worked for?
Jacques Malan Cfp® has worked for Freshwater Wealth, Viridian Advisory, Mercer, Westpac, and Fnb South Africa.
How can I contact Jacques Malan Cfp®?
You can use AeroLeads to view verified contact signals for Jacques Malan Cfp® at Freshwater Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jacques Malan Cfp® attend?
Jacques Malan Cfp® holds Financial Planning And Services, Certified Financial Planner® from Financial Planning Association.
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