Financial Adviser · NARRE WARREN, VIC

Vikas Madaan

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003694

Currently at

Bundall, QLD

View firm profile

Vikas Madaan is a financial adviser based in Narre Warren, Victoria, with 11 years of experience in the financial services industry since 2015. Vikas is currently authorised under Alliance Wealth, operating through Point 8 Wealth. Vikas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vikas's qualifications include a Certified Financial Planner (CFP) Education Program from Financial Planning Association of Australia (FPA). Vikas is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce (Honours Course)

University of Delhi

2005

Master of Accounting

Central Queensland University

2013

Diploma of Financial Planning (DFP1-3)

Kaplan Professional

2013

Securities and Managed Investments Program (DFP4)

Kaplan Professional

2016

RG146 Tier 1 Specialist Margin Lending Course

International Institute of Technology

2017

TASA and the TPB Code of Professional Conduct Course

Kaplan Professional

2018

Certified Financial Planner (CFP) Education Program

Financial Planning Association of Australia (FPA)

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Alliance Wealth Pty Ltd

Jan 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Interprac Financial Planning Pty Ltd

Oct 2023 - Jan 2026 Ceased

Bridges Financial Services Pty Limited

Jun 2021 - Sep 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Feb 2015 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register