Financial Adviser
· NORWEST, NSW
Vandana Tater
No disciplinary history on record with ASIC
NORWEST,
NSW
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004030
About Vandana Tater
Vandana Tater is a financial adviser based in Norwest, New South Wales, with 13 years of experience in the financial services industry since 2013. Vandana is currently authorised under Millennium 3 Financial Services, operating through Vt Wealth Management. Vandana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vandana's qualifications include a Bachelor of Commerce from University of Mumbai. Vandana 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Mumbai
2001
Diploma of Financial Services & Investment Management
NMIMS Mumbai
2008
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2024
SuperConcepts Specialist SMSF Course
The University of Adelaide
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register