Vikas Pathania
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Vikas Pathania Email & Phone Number

Senior Financial Adviser at Mercer Australia
Location: Sydney, New South Wales, Australia 7 work roles 8 schools
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Current company
Mercer Australia
Role
Senior Financial Adviser
Location
Sydney, New South Wales, Australia
Company size
388 employees

Who is Vikas Pathania? Overview

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Quick answer

Vikas Pathania is listed as Senior Financial Adviser at Mercer Australia, a with 388 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Vikas Pathania.

Vikas Pathania previously worked as Financial Adviser at The Quinn Group and Associate Adviser at Amp. Vikas Pathania holds Graduate Diploma Of Financial Planning, Wealth Management from Kaplan Professional.

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Email format at Mercer Australia

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Mercer Australia

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Profile bio

About Vikas Pathania

Experienced professional with rich experience in Financial Advice and Wealth Management. Effectively work with clients and provide bespoke financial solutions.History of working in different capacities and adapt to rapidly changing environments with consistent success in performance, client relationship management and process improvement.

Current workplace

Vikas Pathania's current company

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Mercer Australia
Mercer Australia
Senior Financial Adviser
australia
Website
mercer.com.au
Employees
388
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7 roles

Vikas Pathania work experience

A career timeline built from the work history available for this profile.

Senior Financial Adviser

Current
Mercer Australia

Sydney, New South Wales, Australia

Advise clients on Investment Strategies, Super Contributions, Insurances and Retirement solutions.

Aug 2022 - Present

Financial Adviser

The Quinn Group

Sydney, New South Wales, Australia

Advised clients on Investment Strategies, Superannuation Solutions, Insurance Planning, Social Security Planning, SMSF structuring and attend to their Estate Planning needs in most tax effective manner.

Jul 2021 - Jul 2022

Associate Adviser

Amp

Sydney, Australia

Assisted clients by providing effective solutions to their advice requirements. Activities included Information gathering, goals determination, research and analysis and advice implementation.

Aug 2019 - Jul 2021

Client Adviser

Westpac

Sydney, Australia

Provided personal advice and customer service on Savings Accounts, Term Deposits, General Insurance Products and Personal Loans.

Jun 2018 - Aug 2019

Private Banker-Wealth Management

Ing

Advised customized investment solutions around Equities, Fixed Income, Managed Funds, Superannuation, Private Equity, Real Estate and other alternative investment options.

Apr 2014 - May 2018

Private Banker-Wealth Management

Barclays Wealth Management

Private Wealth Management solutions around Equities, Fixed Income, Managed Funds, Superannuation, Private Equity, Real Estate and other alternative investment options.

Jan 2009 - Mar 2011

Relationship Manager-Financial Advisory Services

American Express

Advised solutions across Equities, Fixed Income, Managed Funds, Superannuation, Private Equity, Real Estate and other alternative investment options.

Feb 2006 - Dec 2008
Team & coworkers

Colleagues at Mercer Australia

Other employees you can reach at mercer.com.au. View company contacts for 388 employees →

JD Justin Davies Justin Davies Colleague at Mercer AustraliaGreater Sydney Area, Australia View → JB Jehangir Baig Jehangir Baig Colleague at Mercer AustraliaWollongong, New South Wales, Australia View → CF Candice Fraser Candice Fraser Colleague at Mercer AustraliaGreater Melbourne Area, Australia View → LT Lucy Torrens Lucy Torrens Colleague at Mercer AustraliaGreater Melbourne Area, Australia View → DC Dora Capetanakis Dora Capetanakis Colleague at Mercer AustraliaAdelaide, South Australia, Australia View → LS Lauren Scanu Lauren Scanu Colleague at Mercer AustraliaGreater Sydney Area, Australia View → GH Garry Harding Garry Harding Colleague at Mercer AustraliaGreater Adelaide Area, Australia View → TL Teresa Lui Teresa Lui Colleague at Mercer AustraliaAustralia View → CL Cynthia Le Cynthia Le Colleague at Mercer AustraliaSydney, New South Wales, Australia View → CC Connie Corbett Connie Corbett Colleague at Mercer AustraliaSydney, New South Wales, Australia View →
8 education records

Vikas Pathania education

Graduate Diploma Of Financial Planning, Wealth Management

Kaplan Professional

Education Level AQF 8

Financial Adviser Exam

Fasea

Passed

Diploma Of Financial Planning, Wealth Management, Education Level Aqf 5

Monarch Institute

RG 146 accreditation in Financial Planning, Investments, Insurance and Superannuation Strategies.

Post Graduate Diploma In Business Administration - Pgdba, Finance And Marketing

Itm Group Of Institutions

Activities and Societies: Banking, Corporate Banking and Financial AdvisoryEducation Level AQF 9

Rg 146 Tier 2 Accreditation, Personal Advice On Banking Products

Deakin University

Accredited to provide Personal advice on Banking and General Insurance products.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Dav College Kangra

Activities and Societies: BankingEducation Level AQF 7

FAQ

Frequently asked questions about Vikas Pathania

Quick answers generated from the profile data available on this page.

What company does Vikas Pathania work for?

Vikas Pathania works for Mercer Australia.

What is Vikas Pathania's role at Mercer Australia?

Vikas Pathania is listed as Senior Financial Adviser at Mercer Australia.

Where is Vikas Pathania based?

Vikas Pathania is based in Sydney, New South Wales, Australia while working with Mercer Australia.

What companies has Vikas Pathania worked for?

Vikas Pathania has worked for Mercer Australia, The Quinn Group, Amp, Westpac, and Ing.

Who are Vikas Pathania's colleagues at Mercer Australia?

Vikas Pathania's colleagues at Mercer Australia include Justin Davies, Jehangir Baig, Candice Fraser, Lucy Torrens, and Dora Capetanakis.

How can I contact Vikas Pathania?

You can use AeroLeads to view verified contact signals for Vikas Pathania at Mercer Australia, including work email, phone, and LinkedIn data when available.

What schools did Vikas Pathania attend?

Vikas Pathania holds Graduate Diploma Of Financial Planning, Wealth Management from Kaplan Professional.

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