Vince Lepre
Financial Adviser in Werribee, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276737
- Location
- Werribee VIC 3030
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 June 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, Swinburne University of Technology (2006); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2013); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Vince Lepre
Vince Lepre is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Werribee, Victoria (adviser number 000276737).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 1 June 2004.
The register records 2004 as the year Vince first provided financial advice. The qualifications listed for Vince include Bachelor of Business (Swinburne University of Technology, 2006), Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2009).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Vince Lepre a registered financial adviser?
Yes. Vince Lepre is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276737.
Which licensee does Vince Lepre work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Vince Lepre give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."