Financial Adviser · WERRIBEE, VIC

Vince Lepre

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000276737

Vince Lepre is a financial adviser based in Werribee, Victoria, with 22 years of experience in the financial services industry. Vince is currently authorised under Akumin Financial Planning Pty Limited. Vince 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 from Swinburne University of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business

Swinburne University of Technology

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2009

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2010

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

2014

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jun 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register