Financial Adviser · NORTH SYDNEY, NSW

Vincent Patrick O'neill

NORTH SYDNEY, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000339541

Practice

Stanford Brown Group

North Sydney, NSW (practice address on ASIC register)

Licensed through The Lunar Group

View practice

About Vincent Patrick O'neill

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 since 2009. Vincent works at Stanford Brown Group, which is licensed through The Lunar Group. Vincent holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vincent's 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

The Lunar Group Pty Limited

Jul 2020 - Present Current

The Lunar Group Pty Limited

May 2015 - Jun 2020 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Jul 2009 - May 2015 Ceased

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