Financial Adviser
· NORTH SYDNEY, NSW
Vincent Patrick O'neill
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339541
Vincent Patrick O'neill is a financial adviser based in North Sydney, New South Wales, with 17 years of experience in the financial services industry. Vincent is currently authorised under The Lunar Group Pty Limited. 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 & Legal Studies from University College Dublin. Vincent is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business & Legal Studies
University College Dublin
2009
ASX Listed Products Accredited
Kaplan
2012
Advanced Diploma Financial Services
Kaplan
Registration History
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register