Senior Financial Adviser

Malcolm Davis


Malcolm is passionate about his profession, and making a difference for his clients.

Malcolm is the founder and managing director of Aspire2 and is focussed on providing individual care and quality service to all who walk through the doors of Aspire2.

After completing an MBA in the mid 1990’s, Malcolm then completed the Advanced Diploma of Financial Planning, and set about building what is now Aspire2 Wealth Advisers. His qualifications and previous experience, including managing a family business has provided a solid skillset, where acquired industry knowhow, practical experience, and passion meet to assist in providing professional, practical, and personal financial advice.

Malcolm has also attained the SMSF Specialist Advisor (SSA) accreditation and has been providing advice to SMSF clients since 1999. Personalised planning for individuals, retirees, and SMEs, as well as succession planning are areas that Malcolm is regularly engaged to provide assistance for his clients. This also led to the setting up of PACFA.

Away from the office, Malcolm enjoys time with his extended family and friends. Basketball has been a big part of his life; playing with Melbourne Tigers and Knox Raiders before moving to Perth and coaching at Perry Lakes Hawks, where he was honoured with Life Membership in 2019. Coming from a food science & production background (pre–Financial Planning), the food interest is now more about sourcing ingredients, meal preparation and sharing the creation with others. Walking, especially within Kings Park and the Perth foreshore, is also a most enjoyed past time. He also has a wide and varied appreciation for music and is a regular supporter of local & visiting artists.

The Team

Qualifications & Associations

  • Authorised Representative
  • Bachelor of Applied Science (RMIT)
  • Master of Business Administration (Deakin)
  • Advanced Diploma of Financial Planning
  • Financial Planner AFP – Financial Planning Association of Australia
  • Fellow FINSIA
  • SMSF Specialist Advisor – SMSF Association