Peter Vickers
Financial Adviser
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About
Peter Vickers is an ASIC-registered financial adviser based in Lindfield, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Economics from the University of Sydney (1975) and a Diploma of Financial Services from the FPA (2003), Peter combines decades of experience with a commitment to ongoing professional development, including certifications in Ethics and Professionalism in Financial Advice and Client Engagement Skills from Kaplan Professional (2020). Peter is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), reflecting his dedication to upholding the highest standards of professionalism and ethical conduct. Peter is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Peter today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Peter Vickers offer?
Peter Vickers provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Peter Vickers' qualifications and professional memberships?
Peter Vickers holds a Bachelor of Economics from the University of Sydney and a Diploma of Financial Services from the FPA. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Peter Vickers?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Peter will develop a tailored financial plan to help you achieve your objectives. Regular reviews are conducted to ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Peter Vickers?
During your first meeting, you can expect a warm and professional environment where you can openly discuss your financial goals and concerns. Peter will take the time to understand your unique circumstances and provide clear, straightforward advice.
How does Peter Vickers stay up-to-date with changes in the financial industry?
Peter Vickers is committed to ongoing professional development and regularly attends industry conferences, seminars, and training sessions. He also maintains memberships with leading professional organizations, ensuring he remains informed about the latest developments in the financial industry.
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