Victor Idoko

CFV Services

Gold
6 Yrs Experience
Sydney, NSW 2000
My Mission is to establish a long term relationship of trust with individuals and small entities by providing effective Financial and Investment Advice, to ultimately help the achievement of desired goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Commerce
  • Languages spoken
    • English
    • French

CFV Services

World Square, Level 45, 680 George St
Sydney, NSW 2000

Opening hours

  • 10:00am – 5:00pm Saturday
  • 10:00am – 6:00pm Wednesday
  • 8:00am – 6:00pm Monday – Tuesday, Thursday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Victor always takes the time and goes above and beyond to alleviate all of my concerns and answer my questions to the degree of detail that provides me with the level of understanding I need to regain comfort about my investments. I am extremely grateful to have Victor as my trusted advisor and would highly recommend Victor to any first time investors like me, who are unfamiliar with the process."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Victor was expert in anaylsing my current situation and communicating options I have to strengthen my financial position in the future. Information and financial modelling was laid out in a clear manner that made desicion making and planning easy."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Victor has given me advice in areas including Budgeting, Cash flow and income, borrowing, tax strategies, growing assets and managing debt. Victor always explains things to me in a clear way. Through Victor's knowledge and experience, I feel very confident that the advice given was right for my needs as I have been able to make improvements to my finances. I received Victor's full care and attention when I needed it. I have recommended Victor to friends and family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve been using Victor’s services and advise for many years and I am completely satisfied with his help and guidance in planning my retirement and finances. Victor is great in explaining, in great detail, the strategies for the best outcome. Considering that I have zero knowledge or interest in financial planing, it’s comforting to have an expert like Victor assisting me all the way."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Victor was able to provide us with insightful and knowledgeable advice regarding our superannuation, insurances and share investments. I am very confident that we have been provided with advice to access the best options for our needs during this turbulent time. Victor was very prompt in supplying all the required documentation and liased on our behalf on many occasions, taking the stress out of a lot of the application process. Every time we contacted Victor he was quick to reply and was just a phone call away. We will definitely be using him again in the future!"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Bachelor Degree

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2013

Master of Commerce

Level
9 - Masters Degree
Institution
The University of Western Australia (UWA)
Completed
2016

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Associate
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