Meet the Team

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Karen McLeod

 

After a decade of working at traditional financial planning firms, Karen realised her personal desire to help clients invest successfully without compromising their values.

Interests: Yoga, Swimming and spending time with her husband and three children (and two border collies).

  • Certified Financial Planner™ (CFP)
  • Bachelor of Business (Distinction)
  • Financial Planning Association (FPA) Member
  • Diploma Financial Services (Financial Planning)
  • RIAA Accredited Certified Financial Adviser
  • RIAA Board Member
  • Tax Practitioners Board Registration

 

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Louise Edkins

 

Louise started her career as a money market dealer at Macquarie Bank in 1984, before becoming a Client Adviser and a Securities Risk Reporting Analyst in other organisations.

Louise felt there was more to life than “greed is good” and has advised clients solely on ethical investment since 1994.

Interests: Pilates, travel and swimming as well as her other full time job – 2 energetic sons.

  • Ethical Investment Advisers Pty Ltd Joint director
  • Certified Financial Planner™ (CFP)
  • Financial Planning Association (FPA) Member
  • RIAA Accredited Certified Financial Adviser
  • Tax Practitioners Board Registration

 

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Hope Evans

 

Hope has been working in financial planning for eight years.

Hope has a passion for sustainable development, fossil fuel divestment and values based investing.

Hope also does volunteer work with climate change NGOs in her free time. Hope is based in the Northern Rivers area, however she is able to service clients Australia-wide.

Interests: The beach, Bentley (Hope’s puppy), kickboxing, healthy cooking, travel, community engagement and education.

  • Ethical Investment Advisers Authorised Representative
  • Diploma in Financial Services (Financial Planning)
  • Bachelor of Business (International Business)
  • Master of Environmental Management (Sustainable Development)
  • Responsible Investment Academy: Enhanced Financial Analysis
  • Financial Planning Association (FPA) Member
  • Tax Practitioners Board Registration

 

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Terry Pinnell

 

Terry has been a financial planner since 1989, specialising in ethical investment since 1993.

Interests: Singing in a choir, touch football, gym and running workshops on conflict resolution.

  • Ethical Investment Advisers Pty Ltd Joint director
  • Certified Financial Planner™ (CFP)
  • Financial Planning Association (FPA) Member
  • Justice of the Peace
  • Tax Practitioners Board Registration
  • Ethical Advisers Co-Operative Australia Board Member

 

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Stuart Barry

 

Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets, having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation.

He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise, accessing smart investment choices.

Stuart is President of the Tasmanian Land Conservancy, Treasurer for the South Hobart Sustainable Community, Board member for Tas Tex and also a Commissioner on the Tasmanian Liquor and Gaming Commission.

He is also the author of ‘The Rich Greenie’ published in 2017

Interests: Stuart enjoys his daily cycle commute, being out in Tassie’s natural environment and spending time with his family including four young children.

  • Ethical Investment Advisers Authorised Representative
  • Certified Financial Planner (CFP)
  • Bachelor of Business (Accounting)
  • Masters of Business Administration (Finance)
  • RIAA Accredited Certified Financial Adviser
  • Tax Practitioners Board Registration

 

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James Baird

 

James is passionate about investing ethically and helping clients achieve their goals through the financial planning advice process.

He has been in the Financial Planning industry since 2000 having worked for Professional Investment Services in Perth consulting to a network of Financial Planners before heading to the UK from 2003 until 2005.

In the UK he worked for CoreRatings, an Ethical Ratings agency which assessed material impacts of Environmental, Social and Governance (ESG) issues on a range of large companies. His role incorporated dealing with fund managers across Europe, including ABN Amro, Deutsche Bank, & Barclays Global Investor.

  • Bachelor of Commerce (University of Western Australia)
  • MBA (UWA Graduate School of Management)
  • Foundation Diploma of Financial Services (Deakin University)
  • Financial Planning Association (FPA) Member
  • RIAA Accredited Certified Financial Adviser
  • Tax Practitioners Board Registration

 

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Anne Quon

 

Anne has 9 years experience as a financial adviser and 14 years’ experience as a small business owner.

She has been involved in the Tasmanian environmental community since the Franklin River Campaign in the 1980’s.

Anne has the mix of real life experience and financial expertise that gives her the ability to put herself in your shoes and then provide clear, simple and effective strategies that set her apart from her peers.

 

  • Ethical Investment Advisers Authorised Representative
  • Practitioner member Association of Financial Advisers
  • Member Responsible Investment Association of Australasia
  • Diploma of Financial Planning
  • Tax Practitioners Board Registration

 

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Christine Lonsdale

 

Over Christine’s 11 years with Tas Ethical, her incredible technical expertise, outstanding client service skills and eagle eye for detail has helped Tas Ethical win two Vic/Tas business awards as well as the 2015 national excellence in compliance award.

Christine excels at writing first class financial plans and sorting out all the complex issues our busy practice throws up.

 

  • Member – Association of Financial Advisers
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Cert 111 Business Skills
  • Ethical Investment Advisers Authorised Representative
  • Tax Practitioners Board Registration

 

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Luke Price

 

Luke Price has been involved in the financial services industry since 2009 and has a background in investment research and portfolio construction. 

He has completed a Bachelor of Business and a Diploma of Financial Planning and has strong knowledge of the superannuation industry.

 

  • Ethical Investment Advisers Authorised Representative
  • Bachelor of Business (Finance)
  • Member SMSF Association
  • Diploma of Financial Planning
  • Ethical Advisers Co-Operative Australia Board Member
  • Tax Practitioners Board Registration

 

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Julianna Baird

 

Julianna has been in the Financial Planning industry since 1999.

In 2003 she moved to London to work in Women’s Financial Planning and Ethical/ Socially Responsible Investment.

Securing a position within the High Net Worth team of a prominent central London Women’s Financial Planning firm, she gained extensive experience specialising in women’s financial planning needs, which she then continued for JustInvest on her return to Perth in 2005.

 

  • Advanced Diploma in Financial Services (Financial Planning)
  • Bachelor of Arts
  • Ethical Investment Advisers Authorised Representative

 

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