ROBERT VICARY
Vicary Securities

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.

CERTIFICATION DETAILS
Certified by RIAA since: 2007

Dealer Group: Vicary Securities Pty 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?
- AMP Capital Sustainable Share Fund
- AMP Responsible Investment Leaders Range
- Ausbil Dexia Sustainable Global Equity Fund
- Australian Ethical Balanced Trust
- Australian Ethical Income Trust
- Australian Ethical Larger Companies Trust
- Australian Ethical Smaller Companies Trust
- Australian Ethical Superannuation Fund
- BT Institutional Australian Sustainability Share Fund
- BT Institutional International Sustainability Share Fund
- BT Wholesale Ethical Fund
- BT Sustainable Conversative Fund
- BT Institutional Ethical Balanced Fund
- Challenger Socially Responsive Share Fund
- CVC Sustainable Investments
- Hunter Hall Australian Value Trust
- Hunter Hall Global Ethical Trust
- Hunter Hall Value Growth Trust
- Investa Funds Management
- Perennial Socially Responsive Shares Trust
- Perpetual Wholesale Ethical SRI Fund
- Macquarie International Infrastructure & Global Infrastructure

CONTACT DETAILS

DEALER GROUP
Robert Vicary
Vicary Securities Pty Ltd - AFSL: 328691 | ABN: 87 121 026
PO Box 825, Ashgrove QLD 4060

ASHGROVE
Vicary Financial Planning Pty Ltd
32 Westgate Place, The Gap QLD 4061

CANBERRA
Greengrove Financial Planning Pty Ltd
Level 7, 28 University Avenue, Canberra ACT 2601

IPSWICH
MKH Financial Planning Pty Ltd
13 Lawrence Street, North Ipswich QLD 4305

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: May 2010