Financial Adviser · EDGECLIFF, NSW

Vincent Lagana

33 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250111

Vincent Lagana is a financial adviser based in Edgecliff, New South Wales, with 33 years of experience in the financial services industry. Vincent is currently authorised under Bongiorno Wealth Management Pty Ltd. Vincent holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from University of Technology Sydney. Vincent is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA), SMSF Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1986
Bachelor of Business (Accounting)
University of Technology Sydney
1990
CPA Program
CPA Australia Ltd
1999
Diploma of Financial Planning
Financial Advice Association of Australia Limited
2006
SMSF Specialist Advisor Program
SMSF Association Ltd

Registration History

Jul 2010 - Present Current
Jan 2004 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register