Intervest Financial was formed as a result of a merging of two financial planning practices, Vickers Case and Intervest Securities Pty Ltd. Vickers Case was originally established in 1993. Since then it has provided a complete range of financial services and advice to its clients. Intervest Securities Pty Ltd was established in 1986. Prior to joining the Fitzpatricks Dealer Group (FDG) in October 2008, it held its own Australian Financial Services Licence (AFSL).
We can offer you a range of services to help you plan and accomplish the various aspirations you have throughout life. Our depth of expertise in investment options and markets, social security legislation, tax effective strategies, insurances and retirement planning creates a solid foundation of knowledge from which to build a financial plan tailored to your specific needs.
