Financial Adviser
· DOCKLANDS, VIC
Vikas Pathania
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001293592
Licensee
Docklands, VIC (licence address on ASIC register)
About Vikas Pathania
Vikas Pathania is a financial adviser based in Docklands, Victoria, with 20 years of experience in the financial services industry since 2006. Vikas is currently authorised under Mercer Financial Advice (Australia). Vikas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vikas's qualifications include a Bachelor of Business Administration from Himachal Pradesh University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business Administration
Himachal Pradesh University
2003
Post Graduate Diploma in Business Administration
Institute for Technology and Management
2018
Diploma of Financial Planning
Monarch Institute, Melbourne
2022
FPC006, Tax and Commercial Law for Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register