Our Background

Ethical Investment Advisers is made up of four financial planners: Louise Edkins, Karen McLeod, Hope Evans 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. 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.

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 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.

 

  • 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.
  • 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
    Endeavor to be environmentally aware in our dealings.
  • Competence
    Maintain the abilities, skills and knowledge necessary to provide professional services competently, by continuous ongoing education.

 

  • 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.

Our People

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