About Us
Our Background
Ethical Investment Advisers is made up of three financial planners: Louise Edkins, Karen McLeod and Terry Pinnell. Originally from traditional financial planning backgrounds, we all realised that we wanted to help our clients invest their money ethically, whilst still receiving a solid return.
Advisers Louise Edkins and Terry Pinnell, were among the pioneers of ethical investment advice during the 1990s. In 2004, they decided to establish Ethical Investment Advisers, so that they could offer specialist advice on ethical investing. Since then, Karen McLeod has moved her practice to Ethical Investment Advisers.
Our Vision
We are passionate about offering advice on ethical investment choices to all investors. At present, we help clients all over Australia and overseas. Everyone should be able invest according to their values!
Our vision is to help all investors incorporate their values with their investment objectives. By integrating the social, environmental and financial aspects of an investment, we believe that a more sustainable investment return is possible.
To increase awareness of ethical investment in Australia we have an active involvement with Responsible Investment Association Australasia (RIAA). Karen McLeod is currently a board member of RIAA and she also sits on the Certification Committee. Louise Edkins & Terry Pinnell were charter members of RIAA and Louise also held a board position and the role of Treasurer during the early 2000s.
We hold briefings and investor information nights on a regular basis to update our clients on new ethical investments. We also compile a bi-monthly newsletter which updates our clients about ethical investment news.
Our aim is to achieve best practice in dealings with all our stakeholders and to run a sustainable financial service licence.
Our Environmental Practices
As a group, we are doing our bit for the environment including:
Energy Saving
We offset carbon from cars, airfares and office heating/cooling with Greenfleet. We use solar hot water, solar panels, low energy lights and insulation to reduce our energy consumption. We also buy green power and have planted trees on the western side of our offices to reduce heat.
Recycling
We recycle all of our waste paper, plastics and metals and recycle food waste as compost.
Water Saving
We use water tanks and low water use toilets and showers to reduce our water usage. We also recycle grey water and use mulching to reduce water loss in our gardens.
Environmental Impact
We lower our environmental impact by using recycled envelopes and paper, use scrap paper for internal printing, double-sided printing for report printing and use E-mail as much as possible internally and in communication with our clients. We also provide showers and changing rooms for staff to promote riding or walking to work and all of our staff work close to or at home to reduce travelling.
Our Code of Ethics
In addition to giving advice on ethical investments, we also have a strong code of ethics:
Client First — Place the client’s interests first at all times.
Integrity — Provide professional services with integrity.
Objectivity — Provide professional services objectively.
Fairness — Be fair and reasonable in all professional relationships. Disclose and manage conflicts of interest.
Professionalism — Act in a manner that demonstrates exemplary professional conduct.
Competence — Maintain the abilities, skills and knowledge necessary to provide professional services competently, by continuous ongoing education.
Confidentiality — Protect the confidentiality of all client information.
Diligence — Provide professional services diligently.
Reasonable Fees — Provide all our services at a fair and reasonable rates.
Availability — Be available to clients as much as possible, through email, phone and personal contact.
Environment — Endeavour to be environmentally aware in our dealings.
Governance — Be open and transparent in all our governance issues.
Social — Be a good corporate citizen and involve ourselves in the local community.
Employment — Be fair with our dealings with all our staff and any external service providers.
To schedule a meeting, Contact Us now.