Financial Adviser
· MELBOURNE, VIC
Tony Vikram
No disciplinary history on record with ASIC
MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003701
About Tony Vikram
Tony Vikram is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Tony is currently authorised under Lifewealth. Tony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tony's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Tony 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
2003
Bachelor of Engineering
Visveswaraiah TechNology University India
2010
Advanced Diploma of Financial Planning
Kaplan Professional
2010
Margin Lending and Geared Investments
MLC ThreeSixty
2017
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2021
Graduate Diploma of Financial Planning
Kaplan Professional