Financial Adviser
· RANDWICK, NSW
Vikas Modgil
No disciplinary history on record with ASIC
RANDWICK,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315752
Vikas Modgil is a financial adviser based in Randwick, New South Wales, with 18 years of experience in the financial services industry since 2008. Vikas is currently authorised under Count Financial Limited, operating through Count Financial. 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 Master of Financial Planning from Kaplan Higher Education. Vikas 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
2008
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2010
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2024
Commercial Law
Kaplan Professional
2024
Self-Managed Superannuation Funds
Kaplan Professional
2024
Tax for Financial Advising
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
Master of Financial Planning
Kaplan Higher Education
Registration History
Securities: advice is limited to approved model portfolios only.
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register