To work closely with clients to help them build a better future. Each client has unique goals they want to achieve in life and my role is to uncover what is important to people. Once I find this, I am able to apply my knowledge by building appropriate strategies so clients can reach their life goals.
- (03) 9375 5100
- 0403 254 306
- Moonee Ponds
Professional Memberships: Financial Planning Association of Australia.
Areas of Expertise: Wealth Creation, Personal Insurance, Superannuation, Investments, Retirement Planning, Debt Management, Estate Planning.
Vince has worked with PFG Financial Services since July 2010, having first started in a Para-Planning role which helped build his technical knowledge needed to become a Financial Planner. Compliance is an important aspect in the industry and being a Para-Planner set the foundations around emphasising the importance of this area. In 2013, Vince transitioned to become a Financial Planner.
On a Personal Note:
Vince has a passion for football, which takes up his time outside of work. Vince plays local footy and supports Essendon in the AFL. Other interests include the love for vintage cars, cruiser motorcycles and collecting rare whisky.
Vince’s Client Relationships:
- “Hi Vince, Thanks for setting up the super fund, the $90K arrived in our account on Friday and today we went to Westpac and finalised the home loan, we now own our house after 32 years, feels good! Again thank you and we look forward to a long relationship.”