Financial Adviser · SYDNEY, NSW

Vincent Patrick Dore

26 Years experience
Tax advice
authorised
Currently at
Sydney, NSW
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

Mar 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Feb 2021 - Mar 2021 Ceased
GWM ADVISER SERVICES PTY LTD
Oct 2006 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register