Vadim came to the field of financial advice after a successful career in IT for large Australian financial organisations (Retail and Institutional banking). He holds a PhD in Computer Science and B.Mech.Eng. Although he has only been authorised recently after completing his formal qualifications in financial planning, he brings along credibility of a successful and mature investor as well as decades of financial and life experience.
His passion is to assist clients with achieving their financial goals including building wealth, mitigating financial risks, optimising their tax position and preparing for retirement. No matter whether a client is young and has only a modest amount to invest or is a mature high net worth individual approaching retirement, Vadim works with each of his clients in a thorough and personable way. He loves seeing his clients succed and achieve their life goals that require careful financial planning. His key areas of advice include:
· Retirement planning and superannuation
· Risk insurance
· Tax planning
· Investment strategies
Expertise
At a glance
- Adviser status Silver
- First year providing advice 2018
- Years of experience 6
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Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Certificate in Financial Planning
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Language spoken
- English
Asset Enrichment Pty Ltd
Suite 3, 1004 Doncaster RdDoncaster East, VIC 3109
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Synchron Advice Pty Ltd
AFSL 243313