In this edition..
Investor Update: Trump Administration and Market Impacts
Aged Care – Are you Prepared?
Scam alert: bond scam impersonating Bunnings
Ethical Advisers... more
Our Background
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 eight offices spread across Brisbane, Hobart, Perth, Dunsbourgh, Coffs Harbour, Toukley and Erina. Our advisers are dedicated to helping clients invest their money ethically, whilst 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.
In recent years, after successfully running their own businesses for several years, Stuart Barry of TasEthical, James Baird of JustInvest, Nathaniel Chell of SkySummit, Chris Lang of Ethical Choice Investments, Sarah Wood of ActInvest and Ross Little of Ethical Investment Advisers, also moved their businesses to Ethical Investment Advisers.
Our Vision
We are passionate about offering advice on ethical investment choices to all investors. We believe that 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 former board member of RIAA where she also sat 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.
