Financial Adviser
· SYDNEY, NSW
Vincent Patrick Dore
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000273268
Vincent Patrick Dore is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Vincent is currently authorised under Imfg 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 Certified Financial Planner from Financial Planning Association (FPA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning
Financial Planning Association (FPA)
2008
Certified Financial Planner
Financial Planning Association (FPA)
2011
RG146 Margin Lending
MLC ThreeSixty
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register