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Louis Dooley

Investment Adviser, Vincents Private Wealth

Contact

Email Louis 07 3245 5466 Brisbane

Expertise

  • Graduate Diploma in Financial Planning, Kaplan, 2021
  • Bachelor of Business, QUT, 2019
  • Level 1 & 2 – Accredited Derivatives Adviser
  • ASIC Approved Competencies: Superannuation, Generic, Financial Planning, Securities, Managed Investments

Expertise

Louis is a qualified investment adviser who is passionate about helping his clients achieve financial independence through well-informed, bespoke advice. He aims to establish long-term relationships built on trust and is passionate about helping his clients achieve their financial goals.

Louis specialises in developing bespoke portfolios with a focus on listed capital markets. Using an array of digital analysis tools coupled with a fundamental investment review process overlay, Louis is able to investment opportunities that are most appropriate for his clients. Louis endeavours to provide a comprehensive portfolio management solution that assists his clients to create, preserve and utilise their wealth over the long term.

Authorised Representative 001293962

Vincents Private Wealth Pty Ltd and its advisers are authorised representatives of Vincents Advisory Pty Ltd AFS Licence No. 320 580 ABN 79 125 596 349

Insights from Louis

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Podcast

ITB: Tactical Asset Positioning

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Podcast

Asset Allocation

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