|
RIAA MEMBERS
ACT
Craig Green, Green Associates
Alex Madge, Dixon Advisory and Superannuation Services
Robert Vicary, Vicary Securities
CRAIG GREEN, GREEN ASSOCIATES
Craig Green of Green Associates is a strong advocate for socially responsible investing. With all the conjecture surrounding the environment, community and social issues Craig believes that no matter what your view that everyone wants and deserves a better and brighter future based on strong foundations that social responsibility endorses. Craig is a Certified Financial Planner with 15 years experience, a technical background and is currently studying a Masters in Financial Planning.
ALEX MADGE, DIXON ADVISORY AND SUPERANNUATION SERVICES
Alex provides investment and portfolio construction advice to clients, consistent with their individual objectives, environment, social and governance (ESG) goals and risk profile. These recommendations take into account the views of the Dixon Advisory Investment Committee lead by Daryl Dixon, Alan Dixon and Max Walsh.
Alex has assisted Dixon Advisory to develop an ESG advisory capability within the Investment Advisory division. Alex’s advice in this area provides negative or positive screening and/or a best of sector approach to developing model portfolios.
Dixon Advisory is a leading believer in the importance of social, ethical and governance principles as evidenced by its class leading Australian Governance Masters Index Fund Limited – an index fund which eliminates the 25% of companies with lowest rankings in corporate governance.
- contact: Alex Madge
- position: Associate Director – Investment Advisory
- dealer group: Dixon Advisory & Superannuation Services Ltd
- qualitifcations: B. ActSt, Grad. Dip. AppFin, Grad. CFP
- address: Level 1, 73 Northbourne Avenue, Canberra ACT 2601
- phone: 02 6162 5555
- email: alex.madge@dixon.com.au
- website: www.dixon.com.au
ROBERT VICARY, VICARY SECURITIES
Certified by RIAA
 Robert Vicary at Vicary Securities Pty Ltd 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.
- contact: Robert Vicary
- position: Financial Planner, Representative and Director
- dealer group: Vicary Securities
- qualifications: B. Comm, ACA, CFP SRI
- address: Level 7, 28 University Avenue, Canberra ACT 2601
- phone: 1300 88 76 55
- email: mail@vicarysecurities.com.au
- website: www.vicarysecurities.com.au
|
