Financial Adviser
· IVANHOE, VIC
Vicki Frances Adams
No disciplinary history on record with ASIC
IVANHOE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232153
About Vicki Frances Adams
Vicki Frances Adams is a financial adviser based in Ivanhoe, Victoria, with 26 years of experience in the financial services industry since 2000. Vicki is currently authorised under Count Financial Limited, operating through Count Financial. Vicki holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vicki's qualifications include a Bachelor of Business (Multidiscipline) from Monash University. Vicki is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and 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
1986
Certificate of Business Studies (Accounting)
Box Hill College
1991
Bachelor of Business (Multidiscipline)
Monash University
1995
Certified Practising Accountant (CPA)
CPA Australia
1998
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
SMSF Specialisation Course
University of New South Wales
2014
CA SMSF Specialist
Chartered Accountants Australia & New Zealand (CA ANZ)