Financial Adviser · SYDNEY, NSW

Vivian Rudra

SYDNEY, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272999
Currently at
Melbourne, VIC (firm address)

Vivian Rudra is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Vivian is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Vivian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vivian's qualifications include a Bachelor of Applied Finance from Macquarie University. Vivian is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Applied Finance
Macquarie University
2017
Diploma of Financial Planning
Kaplan Professional
2018
DFP5v3 Tax fo Financial Advising
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2020
Tier 1 Margin Lending
2021
Self Managed Superannuation Funds
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Mar 2020 - Present Current
Dec 2018 - Oct 2019 Ceased

Source: ASIC Financial Advisers Register