Meet Barry Vincent
ACC & Corporate Risk Specialist
Barry Vincent, senior consultant at Wealth Builders, is an experienced and qualified professional who has specialised in Key Person Insurance, Business Buy/Sell, and Business Continuity Planning and Insurance for over 26 years.
Barry Vincent is a Financial Adviser FSP294626. His disclosure document is available on request.
Altogether he has over 32 years’ 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 four 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
For your peace of mind, Barry Vincent and Wealth Builders hold professional indemnity insurance.
This insurance provides protection for clients against breach of contract, defamation, any errors or omissions, employee dishonesty, intellectual property and the loss of documents. It falls within the Fair Trading Act of 1986, is underwritten by Lumley Insurance Ltd, and also covers:
- Joint venture liability
- Innocent non-disclosure
- Automatic re-instatement
- Costs of representation at registered board meetings
- Previous business
Barry is a member of the prestigious nation-wide NZ Financial Services Group
We are located at;
21 Sir Peter Blake Pde.
P.O. Box 304013, Auckland 0755