Financial Adviser
· EIGHT MILE PLAINS, QLD
Vadim Valev
No disciplinary history on record with ASIC
EIGHT MILE PLAINS,
QLD
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310097
About Vadim Valev
Vadim Valev is a financial adviser based in Eight Mile Plains, Queensland, with 29 years of experience in the financial services industry since 1997. Vadim is currently authorised under Lifespan Financial Planning. Vadim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vadim's qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca. Vadim is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Taxation Planning
Tribeca
2010
Margin Lending and Geared Investments
Kaplan
2013
Cavendish & ICFS Specialist SMSF Course
Cavendish/ICFS (Adelaide Uni)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register