Vikas Modgil
Financial Adviser
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About
Vikas Modgil is an ASIC-registered financial adviser based in The Junction, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Vikas brings a wealth of knowledge and experience to his role, underpinned by a strong academic foundation. He holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy, and is completing a Graduate Diploma and Master of Financial Planning from Kaplan Higher Education Pty Limited in 2025. Vikas is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest professional standards. Vikas is authorised to provide advice on a wide range of financial products, ensuring clients receive well-rounded guidance. His areas of expertise include superannuation advice, insurance solutions, wealth management strategies, and retirement planning. Vikas works closely with clients to understand their unique circumstances and create personalised plans that align with their aspirations. Key services offered: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Whether you're planning for retirement, seeking to grow your wealth, or require insurance to protect your assets, Vikas is here to provide expert advice and support. Contact Vikas today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What financial planning services does Vikas Modgil offer?
Vikas offers a comprehensive range of financial planning services, including superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does Vikas Modgil have?
Vikas holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy. He is also completing a Graduate Diploma and Master of Financial Planning from Kaplan Higher Education Pty Limited.
What is the process for becoming a client of Vikas Modgil?
The process typically begins with an initial consultation to understand your financial goals and current situation. From there, Vikas will develop a tailored financial plan that aligns with your needs and objectives. Regular reviews and adjustments are conducted to ensure the plan remains effective.
What can I expect during my first meeting with Vikas Modgil?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Vikas will listen carefully and ask relevant questions to gain a comprehensive understanding of your needs. This meeting is an opportunity for you to get to know Vikas and determine if he is the right financial adviser for you.
Why is financial planning important?
Financial planning is crucial for achieving your long-term financial goals, such as retirement, buying a home, or funding your children's education. It provides a roadmap for managing your finances effectively, making informed decisions, and protecting your assets.
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