Financial Adviser · SYDNEY, NSW

Vincent Patrick Dore

SYDNEY, NSW

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000273268

Currently at

Imfg

Sydney, NSW (firm address)

View firm profile

Vincent Patrick Dore is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry since 2000. Vincent is currently authorised under Imfg. 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 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

Imfg Pty Ltd

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