Vincent Patrick O’Neill
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339541
- Location
- North Sydney NSW 2059
- Licensee
- The Lunar Group Pty Limited (AFSL 470948)
- Authorised since
- 1 July 2020
- First provided advice
- 2009
- Qualifications
- Bachelor of Business & Legal Studies, University College Dublin (2002); ASX Listed Products Accredited, Kaplan (2009); Advanced Diploma Financial Services, Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Vincent Patrick O’Neill
On the Financial Advisers Register kept by ASIC, Vincent Patrick O’Neill appears as a current financial adviser in North Sydney, New South Wales, adviser number 000339541.
The licensee Vincent advises under is The Lunar Group Pty Limited (AFS licence 470948). The current authorisation started on 1 July 2020.
According to the register, Vincent first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business & Legal Studies (University College Dublin, 2002), ASX Listed Products Accredited (Kaplan, 2009) and Advanced Diploma Financial Services (Kaplan, 2012). Vincent is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Vincent Patrick O'Neill a registered financial adviser?
Yes. Vincent Patrick O'Neill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339541.
Which licensee does Vincent Patrick O'Neill work under?
The Lunar Group Pty Limited, Australian financial services licence 470948.
What can Vincent Patrick O'Neill 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.