Vincent O’NeillB.B.L.S. (Hons - First Class), Dip.FinPlan
Vincent leads a team of Private Wealth Advisers focused on providing leadership and a consistently outstanding service to their clients.
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.
Vincent is married to Chantelle, and they are the proud parents of daughters, Roisin, Niamh and son Thomas. He enjoys relaxing with his family and is an avid sports fan who loves an opportunity to watch his favourite teams play live.
Contact: firstname.lastname@example.orgRead Vincent's thoughts the team
B.B.L.S Commerce Law, Hons – First Class (University College Dublin)
Adv Dip Financial Planning (Kaplan)
ASX Accredited Listed Products (Kaplan)
Accredited SMSF Adviser (Kaplan)
Memberships & Associations
Associate Member of the FPA
Authorised Representative # 339541
Key Areas of Focus
Self-Managed Superannuation Funds
Direct Equity Investments
UK Pension Transfers
Qualities Vincent admires in others….
Honesty, integrity and passion.
Vincent’s favourite quotes….
‘Walk on air against your better judgement’
Vincent’s favourite tip….
Surround Yourself With Progress. When you complete a list of action steps, your instinct might be to throw the list away, don’t but rather build on those actions to move to the next level.
Best advice Vincent has been given….
Always back yourself and never let others undermine what you are worth.
Qualities Vincent’s clients most admire in him….
Honesty, integrity and warm open style of communication.
Greatest compliment Vincent has received from a client….
“I can pay you no greater compliment than to say I want for you to look after and advise my children through their lives after I have gone.’
My adviser (Vincent), he’s a gem. He’s extremely professional, very well presented. He is responsive; he’s always accessible. He is professional at all times and has been able to individualise the planning towards what I’ve needed over many years.View Success Story