VIKAS MADAAN
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2001 - Bachelor of Commerce (Honours Course) - Bachelor Honours Degree (AQF 8) - University of Delhi
2005 - Master of Accounting - Masters Degree (AQF 9) - Central Queensland University
2013 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2013 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2016 - RG146 Tier 1 Specialist Margin Lending Course - Other - International Institute of Technology
2017 - TASA and the TPB Code of Professional Conduct Course - Other - Kaplan Professional
2018 - Certified Financial Planner (CFP) Education Program - Professional Designations - Financial Planning Association of Australia (FPA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.