Vincent O'Neill

Stanford Brown

Platinum
13 Yrs Experience
North Sydney, NSW 2060
Vincent grew up in Northern Ireland before moving to Dublin to commence his degree in Commerce & Law at University College Dublin. After moving to Australia he joined Stanford Brown in 2007 to work in the private client investment team. Vincent is a Senior Adviser and Private Wealth specialist focusing on providing financial advice to high net worth clients on wealth creation, retirement planning and self-managed superannuation funds. His primary focus is developing lasting relationships through helping clients understand and define their personal, professional and financial goals. He then applies his technical expertise and fundamental financial planning principles to assist clients in making these goals a reality. In his role as Head of the Private Wealth Division, Vincent manages a team of highly qualified advisers each with their unique professional experience and areas of core expertise. This diversified skill set allows the Private Wealth team deliver advice which is knowledgeable, current and a source of genuine value add for their clients.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 17
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Stanford Brown

Level 8, 15 Blue Street
North Sydney, NSW 2060

Licensed by

The Lunar Group Pty Limited

AFSL 470948

4.90
17 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"It's reassuring to know that honesty, integrity and a genuine desire to offer sound financial advice still prevails in the financial industry. Vincent is a perfect example of these qualities. Aside from being very pleasant to deal with, he takes the time to explain things clearly and I always feel that he has my best interests in mind when suggesting strategies."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Vincent has provided us with sound advice and guidance for a number of years, both prior to and post retirement. He has been, and continues to be key in establishing and managing our family Superannuation fund in retirement. He is instrumental in enabling us to achieve our financial aims and objectives, and to maintain our lifestyle. Our regular meetings are personal, well structured and informative. We are comfortable in having placed our confidence for our financial future in Vincent."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"In the unsavoury financial industry of the fairly recent past, I suspected that, with luck, the very best I could hope for was to find an advisor who was trustworthy, ethical, professionally competent to some extent and (hopefully)) easy to get along with. Vincent easily ticks all these boxes, and many more. Indeed, he is the full package from my point of view and I bless the day we were introduced. His integrity is without question. In addition he is thorough, highly competent, very knowledgable and analytical across all financial and superannuation areas, with the added ability to break down the complicated to my level of comprehension."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vincent is an extremely professional and knowledgeable adviser. He has been invaluable in investing and growing my mothers money. We both feel very lucky to have found and be in Vincent’s capable hands."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Vincent has been an excellent adviser not only for me but also the rest of my family. He is always on top of any of my requirements because he understands my financial and personal situation and always responds quickly to requests, and updates me what is happening in the marketplace. He is also a nice and very respectful guy to do business with"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vincent is great, he is professional, knowledgable , efficient and always available to discuss any questions or advice you may be looking for. Overall I am very happy with the service he provides"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vincent is very professional and informative. He explains my financial matters to myself in detail in an easy to follow format."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vincent is a knowledgeable and astute Advisor. He has an excellent way of simplifying complicated situations and communicating them effectively. He is sincere, effective and personable and we regard him highly. To us he is more than an effective consultant, He is open and honest and he knows more about us in many respects than our children and we trust and value his counsel."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Vincent is excellent.... always approachable, knowledgeable and prepared. He takes the time to understand personal and family needs and explains investment options in simple terms. The team behind Vincent also enthuses confidence and credibility."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vincent has been my financial advisor for around 6 years now. He first assisted me with my TTR and continues to assist with my super needs now that I am fully retired. During all this time he has been pleasant, easy to contact and answered all my questions in a clear manner. I would have no hesitation in recommending Vincent."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University College Dublin (UCD)
Completed
2002

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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