Tony Vikram
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003701
- Location
- Melbourne VIC 3000
- Licensee
- Lifewealth Pty Ltd (AFSL 279615)
- Authorised since
- 31 July 2024
- First provided advice
- 2007
- Qualifications
- Bachelor of Engineering, Visveswaraiah TechNology University India (2003); Advanced Diploma of Financial Planning, Kaplan Professional (2010); Margin Lending and Geared Investments, MLC ThreeSixty (2010); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Tony Vikram
Tony Vikram is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001003701).
Advice is given under the Australian financial services licence of Lifewealth Pty Ltd, licence number 279615. That authorisation dates from 31 July 2024.
The register records 2007 as the year Tony first provided financial advice. The qualifications listed for Tony include Bachelor of Engineering (Visveswaraiah TechNology University India, 2003), Advanced Diploma of Financial Planning (Kaplan Professional, 2010) and Margin Lending and Geared Investments (MLC ThreeSixty, 2010). Tony is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tony Vikram a registered financial adviser?
Yes. Tony Vikram is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003701.
Which licensee does Tony Vikram work under?
Lifewealth Pty Ltd, Australian financial services licence 279615.
What can Tony Vikram give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.