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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Hope Evans

Hope has been working in financial planning since 2008. Hope is passionate about fossil fuel divestment, regenerative agriculture, climate change and environmental solutions based investing.

Hope comes from a family of beekeepers and feels an intrinsic connection with nature. Hope is based in the Northern Rivers area and services clients Australia wide.

Interests: Hiking, snorkelling, local healthy food and cooking, regenerative agriculture and beekeeping, time at the beach, reading and time with family.

  • 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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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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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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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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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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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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Tom Robertson

As an adviser Tom deeply values his relationship with his clients, and finds great satisfaction in helping them achieve their life goals. Tom is a self confessed nerd, and enjoys numbers and spreadsheets and continually learning and expanding his knowledge through study. Tom has undertaken years of education to ensure he has a level of technical knowledge that goes above and beyond for his clients.

Outside of work Tom spends time with his family, including his two young sons, and enjoys spending time at the beach with them every chance he gets. He also deeply believes in a sustainable investment model that will allow for our environment to be preserved for future generations and families.

In 2019 Tom was named as an AFA top 10 finalist for Rising Star of the Year.

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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)
  • Diploma of Financial Planning
  • Ethical Advisers Co-Operative Australia Board Member

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Chris Lang

Chris is a customer focused adviser who grew up exploring Tasmania’s outdoors, discovering for himself the importance and beauty of our wilderness areas. He aims to find investments which sustain and support our natural environment for future generations. Chris seeks to guide and support you through your financial journey by understanding your personal goals and ethics, combining this with his experience and skills in financial services.

Chris graduated in 2012 with a Bachelor’s degree in Financial Planning, with distinction. He was accepted into a highly competitive national graduate program, and has worked as an adviser in Tasmania since.

  • Over 8 years providing financial advice, helping and guiding people to their goals.
  • Bachelor of Business in Financial Planning (with Distinction).
  • Winner of the EAC Outstanding Service award 2020.
  • Accepted into a highly competitive national Financial Adviser graduate program (2012).
  • Treasurer and certified member of the Ethical Advisers Co-op.
  • Lead coordinator of the Leaf-Ratings working group.
  • Certified adviser of the Responsible Investment Association Australasia (RIAA).
  • Financial Planner AFP® member.

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Nathaniel Chell

 

Nat is a financial adviser with extensive experience in the financial advice and accounting professions.

Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and Finance. He is also a member of the Financial Planning Association of Australia.

He has a passion for improving the welfare of our planet and people. His expertise is in environmental and sustainable investment advice. His expertise is ensuring you feel well informed and comfortable with your financial affairs. This is achieved in a way that ensures your prosperity is congruent with the greater good of humanity and the natural environment.

Nathaniel Chell is an authorised representative (325482) of Ethical Investment Advisers Pty Ltd (AFSL 276544)

  • Ethical Investment Advisers Authorised Representative
  • Bachelor of Management (Accounting and Finance)
  • Member Financial Planning Association of Australia (FPA)
  • Tax Practitioners Board Registration

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Melinda Reid

Melinda is a financial adviser with extensive knowledge of the Financial Planning Industry having been a Financial Planner with a major bank for 15 years. Melinda’s knowledge is broad across Superannuation, Retirement Planning, Managed Funds, Risk Insurance and Estate Planning.

Melinda holds an Advance Diploma in Financial Planning, Certificate in Self-Managed Super Funds and is a Member of the Financial Planning Association.

Melinda’s passion is building rapport and provide factual easy to understand information to clients to ensure they are well informed about their Financial situation.

Melinda Reid is an authorised representative (1247745) of Ethical Investment Advisers Pty Ltd (AFSL 276544)

  • Ethical Investment Advisers Authorised Representative
  • Advance Diploma in Financial Planning
  • Certificate in Self-Managed Super Funds
  • Member Financial Planning Association of Australia (FPA)

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