Ethical Advisers, Karen McLeod and Luke Price, feature in a Financial Standard article, written by Elizabeth McArthur.
Read the article: Debatable... more
In 2004, financial planners Louise Edkins and Terry Pinnell, who were among the pioneers of ethical investment advice during the 1990s, established Ethical Investment Advisers so they could offer specialist advice on ethical investing.
Originally based in Brisbane, the company has now grown and has 10 financial planners in Brisbane, Hobart, Perth and Byron Bay. Our advisers are dedicated to helping clients invest their money ethically, whilst still receiving a solid return.
In 2009, Karen McLeod moved her practice to Ethical Investment Advisers. During her decade spent working at traditional financial planning firms, Karen realised her personal desire to help clients invest successfully without compromising their values. Hope Evans joined Ethical Investment Advisers in 2015 and has established an office in the Northern Rivers area of NSW.
In 2017, after successfully running their own businesses for several years, Stuart Barry of TasEthical and James Baird of JustInvest also moved their businesses to Ethical Investment Advisers.
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 and the Governance 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 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.
We are also founding members of the Ethical Advisers’ Co-operative (EAC) and our staff play an active role on the board and in working groups for the EAC. The EAC is member operated and was created to support ethical advisers across Australia and ultimately their clients. One of the goals of the EAC is to increase awareness of ethical investment in Australia.
Our Code Of Ethics
- Client First
Place the client’s interests first at all times.
Provide professional services with integrity.
Provide professional services objectively.
Be fair and reasonable in all professional relationships. Disclose and manage conflicts of interest.
Act in a manner that demonstrates exemplary professional conduct.
Protect the confidentiality of all client information.
Provide professional services diligently.
- Reasonable Fees
Provide all our services at a fair and reasonable rates.
Be available to clients as much as possible, through email, phone and personal contact.
Endeavor to be environmentally aware in our dealings.
Maintain the abilities, skills and knowledge necessary to provide professional services competently, by continuous ongoing education.
Be open and transparent in all our governance issues.
Be a good corporate citizen and involve ourselves in the local community.
Be fair with our dealings with all our staff and any external service providers.
Latest News & Resources
Ethical Investment Adviser, Hope Evans, featured in a recent XY Adviser Podcast:
Apple iTunes: http://co.xyadviser.com/xyitunes2eis
Stitcher (Android): http://co.xyadviser.com/xystitcher2eis
Spotify: http://co.xyadviser.com/xyspotify2eis... more