Vikas Madaan

Point 8 Wealth Pty Ltd

Gold
10 Yrs Experience
Narre Warren, VIC 3805

Vikas holds a CERTIFIED FINANCIAL PLANNERĀ® designation which is the highest designation within the industry and is a member of the Financial Advice Association of Australia (FAAA). He has completed a Master of Accounting from Central Queensland University. Vikas has also completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, committing to a lifetime standard of ethical practice.

He values the personal connection in financial advice and aims to enhance his clients' lives and financial well-being.

Vikas has worked in the finance industry for over 19 years, with more than 10 years in Financial Planning. During which time he has held several positions which has enabled him to build his analytical and strategic approach to financial planning. Most recently holding Senior Financial Advisor positions with the National Australia Bank, MLC Limited and INSIGNIA.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualification
    • Master of Accounting
  • Language spoken
    • English

Point 8 Wealth Pty Ltd

Waterman, 66 Victor Cres
Narre Warren, VIC 3805
Waterman, 44 Lakeview Dr
Scoresby, VIC 3179
Waterman, 1341 Dandenong Rd
Chadstone, VIC 3148

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638