Rakesh Stephen Vigh

Name
Rakesh Stephen Vigh
ID
239508
ABN
–
First Provided Advice
2002

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - AYB120 Business Law - Other - Queensland University of Technology
  • 1998 - Bachelor of Business (Major in Management & Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
  • 2001 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
  • 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association Australia
  • 2005 - PS146 Self-Managed Superannuation Funds - Other - Tribeca
  • 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
  • 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
  • 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Advice Evolution Pty Ltd (#342880)
Commenced
June 2, 2025
Ceased
April 8, 2026
Status
Ceased
Licence Holder
Lifestyle Asset Management Pty Ltd (#288421)
Commenced
Aug. 23, 2024
Ceased
April 7, 2025
Status
Ceased
Licence Holder
Madison Financial Group Pty Ltd (#246679)
Commenced
Aug. 8, 2018
Ceased
Oct. 9, 2020
Status
Ceased
Licence Holder
Maven Capital Pty Ltd (#418504)
Commenced
June 5, 2023
Ceased
Aug. 22, 2024
Status
Ceased
Licence Holder
Oreana Financial Services Pty Ltd (#482234)
Commenced
Oct. 9, 2020
Ceased
May 16, 2022
Status
Current
Licence Holder
Capstone Financial Planning Pty ltd (#223135)
Commenced
April 9, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Affinia Financial Advisers Pty Ltd (#237857)
Commenced
Dec. 7, 2017
Ceased
Aug. 2, 2018
Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
June 15, 2013
Ceased
Nov. 1, 2016
Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
Jan. 19, 2017
Ceased
June 23, 2017
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
Nov. 1, 2003
Ceased
Feb. 27, 2004
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Feb. 2, 2010
Ceased
June 14, 2013
Status
Ceased
Licence Holder
Tandem Financial Advice Pty Limited (#238427)
Commenced
March 23, 2004
Ceased
Jan. 5, 2005