Vince Gerard Scully – Financial Adviser

Adviser identifying number: 307269
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MONEYSHERPA PTY LTD
Licence number: 451289
Licensee’s ABN: 32164927708
Licence controlled by: LIFESHERPA HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 29/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEYSHERPA PTY LTD
Authorised Representative identifying number: 451289
Authorised Representative’s ABN: 32164927708

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Arts (BA) – University of Dublin, Trinity College
• Bachelor of Engineering (BAI) – University of Dublin, Trinity College
• Diploma in Finance & Mortgage Broking – National Finance Institute
• Diploma in Financial Services (financial Planning) – FSTA
• MBA – Boston University, USA

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Vince Gerard Scully is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility