Develop a sound business strategy with our senior risk consultant
Barry Vincent, senior consultant at Wealthbuilders is an experienced and qualified professional who has specialised in Key Person Insurance and Business Buy/sell and Business Continuity planning and Insurance for over 26 years.
Barry Vincent is a Registered Financial Advisor – FSP294626. His disclosure document is available on request.
Barry Vincent
Altogether he has over 32 year’s experience as an adviser in the financial services industry. Barry uses three sources of independent research to ensure that clients receive unbiased advice around risk protection. As he has operated his own businesses for many years, including dairy farming and a large horticultural enterprise, Barry understands the risk and pressures that business people face.
During his 12 year career with BNZ, Barry gained valuable accounting qualifications. Barry also spent 4 years as the Chairman for the contact telephone counselling service and he is a Fellow of the Life Brokers Association (FLBA).
He has also been a regular attendee at the prestigious Million Dollar Round Table conferences in North America to gain valuable knowledge in order to assist his clients with their forward planning.
- Preliminary Life Assurance Sales Certificate – LUA 1991
- Counsellor Salesperson Course – 1992
- Phoenix Seminar – 1993
- Social Styles Seminar – 1993
- FPG Financial Planning – Honours Pass 1994
- IIAA Corporate Insurance Course – Merit Pass 1997
- Advanced Business Practice Diploma – 1998
- Barry Trotter Award for Outstanding Service to Clients – 2001
Professional Indemnity
For your peace of mind, Barry Vincent and Wealthbuilders hold professional indemnity insurance.
- Joint venture liability
- Innocent non-disclosure
- Automatic re-instatement
- Costs of representation at registered board meetings
- Previous business
We are located at;
21 Sir Peter Blake Pde.
Bayswater,
Auckland 0622
P.O. Box 304013, Auckland 0755