Financial Adviser · SOUTH BRISBANE, QLD

Rakesh Stephen Vigh

SOUTH BRISBANE, QLD
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000239508
Currently at
Melbourne, VIC (firm address)

Rakesh Stephen Vigh is a financial adviser based in South Brisbane, Queensland, with 24 years of experience in the financial services industry since 2002. Rakesh is currently authorised under Capstone Financial Planning, operating through Dreamwise Financial Services. Rakesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rakesh's qualifications include a Certified Financial Planner from Financial Advice Association Australia. Rakesh 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

1996
AYB120 Business Law
Queensland University of Technology
1998
Bachelor of Business (Major in Management & Accountancy)
Queensland University of Technology
2001
Certified Financial Planner
Financial Advice Association Australia
2001
Diploma of Financial Planning
Financial Advice Association Australia
2005
PS146 Self-Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
Diploma of Financial Planning
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Apr 2026 - Present Current
Jun 2025 - Apr 2026 Ceased
Aug 2024 - Apr 2025 Ceased
Jun 2023 - Aug 2024 Ceased
Oct 2020 - May 2022 Ceased
Aug 2018 - Oct 2020 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Dec 2017 - Aug 2018 Ceased
Restriction- Not authorised SMSF
Jan 2017 - Jun 2017 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Jun 2013 - Nov 2016 Ceased
Feb 2010 - Jun 2013 Ceased
TANDEM FINANCIAL ADVICE PTY LIMITED
Mar 2004 - Jan 2005 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Nov 2003 - Feb 2004 Ceased

Source: ASIC Financial Advisers Register