Robert Vicary

Australian Unity Personal Financial Services

Robert Vicary assists individuals meet their goals with sustainable investments, responsible planning and abundance through wisdom. The firm and their financial planners embrace the RIAA standards for Certification and focus on the future for more balanced and harmonious communities. The firm holds a high commitment to investing in eight foundation class assets. Vicary Securities Pty Ltd classify these as, clean air, water availability, quality food, health wellbeing, education, renewable energy, reconciliation and purposeful work. We advise for all needs and situations, particularly wealth generation, superannuation, retirement planning, life insurance and investment strategies. We welcome your enquiries to our qualified planners.

CERTIFICATION DETAILS

Certified by RIAA since: 2007

Dealer Group: Australian Unity Personal Financial Services Ltd

Fees and charges structure: Fees for service and commission

Qualifications:

  • Certified Financial Planner
  • Bachelor of Commerce
  • Chartered Accountant

Financial Adviser since: 1997

Offering responsible investment advice since: 1997

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares

Which responsible investment products do you provide advice on?

CONTACT DETAILS

Robert Vicary
Australian Unity Personal Financial Services Ltd (AFSL 234459)
PO Box 825, Asgrove QLD 4060
Phone: 07 3333 2509
Email: rvicary@australianunity.com.au
Website: www.australianunitypfs.com.au/robertvicary
DISCLAIMER: This information has been prepared by RIAA based on material provided by Robert Vicary. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: April 2011