VINCENT PATRICK DORE

Financial Adviser · Sydney, NSW

Registered

Registration Number

000273268

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2000

Registration Date

01/02/2021

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA)
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.