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CFV
OBJECTIVES AND BRIEF HISTORY
CFV provides two main services -
- Financial Advice
- Investment Management and Coaching Services
The Mission of CFV is to establish a long term relationship of trust with individuals and small entities by providing effective Financial and Investment Advice, to ultimately help the achievement of desired goals.
This is achieved by ensuring the financial aspects of our clients' lives are taken care of, they have considered their options, and are in the driving seat to make better decisions. Finances can constrain one's freedom, amplify our difficulties or create opportunities for us in life. That is why at CFV, we believe you can have more of what you want with the right Financial Plan, Investment Management and/or Coaching services.
Victor Idoko - Founder Profile
Credentials & Experience
- CFA Level III Candidate
- Master’s Degree Finance, General, Distinction – The University of Western Australia
- Bachelor’s degree Economics, Honours Year – The University of Western Australia
- Advanced Diploma in Financial Planning - Kaplan
Financial Planner | Based in Sydney, Australia
Victor has been analysing investments since 2009 and joined the Wealth Management Industry in 2015. He loves the process involved and has seen how proper planning and investment education can eliminate a lot of stress in people's lives. He has also seen how a proper plan can put people in better positions and free up time to focus on other aspects of their lives.
Since that time, he has also immersed himself in lots of technical aspects, and prides himself on the ability to communicate this to his clients in simple language while ensuring quality of advice.
His clients benefit most from his knowledge, dedication and guided approach in helping them achieve their needs and desires in the most sensible and realistic way. He derives joy from all aspects of financial planning, as they all play a crucial role in his client’s lives. He is most passionate about investments as it provides the depth and breadth to help clients in a significant way.
The value of seeing a professional like him is not the information you get alone, but the use and shaping of this information to ensure client goals are met. The value of his education, experience and dedication is priceless in the Financial Planning Industry.
You would benefit from an Intro call to see how he can help with the journey of achieving your goals and objectives. If you would like to know more about his experiences, read his publications or just browse his profile; you can do this on linkedIn.
Financial Planning Team
Support Team
We have a large number of people working at the back end to ensure we are providing quality advice to you to ensure you get to your goals and dreams.
The following is a the small number of people and teams we use to provide you with quality advice:
- Service/Admin Team
- Investment committee
- Paraplanning Team
- Compliance Team
- Network of other professionals like Lawyers, Mortgage Brokers and Accountants
- Mobile Application