Financial advisers

A professional financial adviser can help you decide how to invest your money ethically.

Certified ethical investment advisers

Some advisers are certified by the Responsible Investment Association Australasia (RIAA).* Others take a particular interest in ethical investment and include the subject when they discuss your personal circumstances.

Advisers and fees

An adviser may charge a fee or take a commission from products sold to you.

How much do I have to pay to my adviser?

How much you pay should be set out in the financial services guide or statement of advice that the adviser must give you. The amount is often negotiable. Talk to the adviser before committing yourself.

How will adviser fees impact my investment?

Please refer to our product guides for managed funds or superannuation about the impact of possible adviser fees or commissions on your investment.

Financial advisers are not agents

Australian Ethical does not recommend any particular adviser. None of the individuals or firms on the financial advisers list is an agent or representative of Australian Ethical.

Find an adviser

To find an adviser near you, please select your area of location:

New South Wales

Australian Capital Territory

Victoria

Queensland

  • John White
    Bell Potter Securities
    (Toowoomba)
  • Louise Edkins
    Ethical Investment Advisers Pty Ltd
    (Red Hill)
    Certified by RIAA
  • Steven Putt
    Viridian Wealth Management
    (Annerley)
    Certified by RIAA
  • Robert Vicary
    Vicary Securities
    (Ashgrove)
    Certified by RIAA
  • Karen McLeod
    Ethical Investment Advisers Pty Ltd
    (Bulimba)
    Certified by RIAA
  • Delma Newton
    Total Portfolio Management Pty Ltd
    (Brisbane)
  • Steven Wright
    RBS Morgans
    (Brisbane)
  • Terry Pinnell
    Directed Ethical Investment Pty Ltd
    (Graceville)

South Australia

Western Australia

Tasmania

New Zealand

 

*Disclaimer

The Responsible Investment Association Australasia (RIAA) Certification Symbol signifies that the financial adviser:

  • offers responsible investment products;
  • has undertaken continuing professional development on responsible investment;
  • conducts inquiries regarding client concerns about environmental, social, ethical and governance issues; and
  • has adopted strict disclosure practices required under the Responsible Investment Certification Program for the category of Financial Adviser.

The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends this financial service to any person or guarantees that returns.

The Certification Symbol is a registered trade mark of RIAA. Detailed information about RIAA, the Symbol and the financial adviser can be found at www.responsibleinvestment.org, together with details about other responsible investment products and services certified by RIAA.