Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
About me
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.
Authored by me:
Reviews
4.9
out of 5 starsHeather
65+ years old"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."
30 Oct 2019StephenStephen
65+ years old"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. "
29 Oct 2019George
65+ years old"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. "
01 Apr 2019Jessica
65+ years old"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. "
29 Aug 2018John
65+ years old"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"
21 Aug 2018Peter
46-55 years old"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"
21 Aug 2018My Expertise
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Budgeting
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Growing Assets
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Retirement Planning
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Self Managed Super Funds
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Platinum
- Years Experience
- 12 Years
- Highest qualification
-
Bachelor of Business
- Industry Memberships
-
1 total
- Address
- Level 8 15 Blue Street
North Sydney, NSW, 2060 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Stanford Brown
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
The Lunar Group Pty Limited
-
Licensee owned by
THE LUNAR GROUP PTY LIMITED
My Qualifications
-
Advanced Diploma of Financial Services (2012)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
-
ASX Listed Products Accredited (2009)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
-
Bachelor of Business (2002)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University College Dublin
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
AFP
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Heather
65+ years old"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."
30 Oct 2019Customer opinions
StephenStephen
65+ years old"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. "
29 Oct 2019Customer opinions
George
65+ years old"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. "
01 Apr 2019Customer opinions
Jessica
65+ years old"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. "
29 Aug 2018Customer opinions
John
65+ years old"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"
21 Aug 2018Customer opinions
Peter
46-55 years old"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"
21 Aug 2018Customer opinions
Andrew
46-55 years old"Vincent is very professional and informative. He explains my financial matters to myself in detail in an easy to follow format."
25 Oct 2016Customer opinions
ALAN
65+ years old"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. "
18 Oct 2016Customer opinions
Steve
46-55 years old"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."
12 Sep 2016Customer opinions
Irena
65+ years old"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."
02 Aug 2016Customer opinions
Michael
56-65 years old"Outstanding service from Vincent. Very happy with his advice and investment strategy for our SMSF"
01 Jul 2016Customer opinions
Sally
65+ years old"Vincent was recommended to me by a close friend and I thank the day she did. Vincent is much more than a trusted adviser. Along with his wonderful ability to explain and steer you through many processes, he also has great insight, empathy and humour. I couldn't wish for a better financial adviser. Vincent is simply outstanding in every respect."
28 Jun 2016Customer opinions
Carol
56-65 years old"Vincent is in tune with me and my needs. He is completely professional, well researched and a good listener .This, together with his prompt response and ready availability , he therefore has all the credentials I need in a trusted adviser. "
10 May 2016Customer opinions
Hilary
65+ years old"Vincent has been our financial adviser for several years now. We consider the level of service given and his attention to our requirements to be first rate. Phone and email contact always prompt. Nothing is to much trouble for him to deal with."
17 Apr 2016Customer opinions
Susan
56-65 years old"Vincent and his team have provided an outstanding level of service to us, both for investing and retirement planning. I wouldn't hesitate to recommend him."
11 Apr 2016Customer opinions
Donald
65+ years old"Appreciate his (and his staff) ready availability either by email or by phone and his understanding of our family situation."
25 Mar 2016Customer opinions
John
56-65 years old"Vincent is "first class"! He has managed my financial arrangements for a number of years and I'm very grateful for his significant assistance in ensuring my retirement goals have become reality."
22 Mar 2016Customer opinions
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