Financial Adviser
· SYDNEY, NSW
Vinay Ramesh
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251073
Vinay Ramesh is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Vinay is currently authorised under Koda Capital Pty Ltd. Vinay holds authorisations to advise on managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Professional Accounting) from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Foreign Exchange
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Professional Accounting)
Macquarie University
2016
Core 1 Securities and Managed Investments Accreditation Program
Stockbrokers Association of Australia
2018
Foreign Exchange Accreditation Program
Western Sydney University
2025
Chartered Financial Analyst Program
CFA Institute
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation -All (A person's existing holding in a superannuation product.
Source: ASIC Financial Advisers Register