Financial Adviser · BALWYN NORTH, VIC

Vikki Seldon

BALWYN NORTH, VIC
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237533
Currently at
Cheltenham, VIC (firm address)

About Vikki Seldon

Vikki Seldon is a financial adviser based in Balwyn North, Victoria, with 14 years of experience in the financial services industry since 2012. Vikki is currently authorised under Asvw Financial Services. Vikki holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vikki's qualifications include a Certified Financial Planner from Financial Professional Association. Vikki is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Master of Commerce (Financial Planning)
University of Western Sydney
2019
Certified Financial Planner
Financial Professional Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2024
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2024
Self Managed Superannuation Funds
SMSF Association
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Mar 2026 - Present Current
Sep 2024 - Feb 2026 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Dec 2019 - Jun 2021 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Mar 2012 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register