Vadim Valev
Financial Adviser in Eight Mile Plains, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310097
- Location
- Eight Mile Plains QLD 4113
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 10 November 2023
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Taxation Planning, Tribeca (2006); Margin Lending and Geared Investments, Kaplan (2010); Cavendish & ICFS Specialist SMSF Course, Cavendish/ICFS (Adelaide Uni) (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 Vadim Valev
On the Financial Advisers Register kept by ASIC, Vadim Valev appears as a current financial adviser in Eight Mile Plains, Queensland, adviser number 000310097.
The licensee Vadim advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 10 November 2023.
According to the register, Vadim first provided financial advice in 1997. The qualifications listed for Vadim include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Taxation Planning (Tribeca, 2006) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: 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 Vadim Valev a registered financial adviser?
Yes. Vadim Valev is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310097.
Which licensee does Vadim Valev work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Vadim Valev 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.