VIKRAM SINGH
Financial Adviser ยท Box Hill, NSW
๐ Qualifications & Training
1984 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Delhi
2008 - Tax Law - Certificate (AQF 1-4) - UTS
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian Institute of Financial Services & Accounting
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
โน๏ธ 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.