Meet the Team
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, Trail running and spending time with her husband and three children (and two border collies).
- Certified Financial Planner™ (CFP)
- Bachelor of Business (Distinction)
- Financial Advice Association Australia (FAAA) Member
- Diploma Financial Services (Financial Planning)
- RIAA Accredited Certified Financial Adviser
- Member of the Ethical Advisers’ Co-operative
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
- RIAA Accredited Certified Financial Adviser
- Member of the Ethical Advisers’ Co-operative
Luke Price
Luke has over 15 years of experience in the financial services industry, and first became an Authorised Representative in 2011. He has completed a Bachelor of Business majoring in Finance, a Diploma in Financial Services (financial planning), and has completed the Accredited Aged Care Professional program.
Luke has a strong background in superannuation, investment research and portfolio construction. He currently sits on the Investment Committee of Ethical Investment Funds Management as well as the board of the Ethical Advisers’ Co-Operative.
- Ethical Investment Advisers Authorised Representative
- Bachelor of Business (Finance)
- Accredited Aged Care Professional
- Diploma of Financial Planning
- Ethical Advisers Co-Operative Australia Board Member
Ross Little
Ross Little has been in the financial advice industry since 2004, having held a variety of roles in Financial Advice, Strategy, Operations, Advice Design & Delivery and State Manager. He has returned to providing personal advice to clients to combine his experience in financial advice with his passion for sustainability.
Interests
Fishing, camping and hiking with his wife and two sons.
- Ethical Investment Advisers Pty Ltd Joint director
- Bachelor of Commerce (Accounting)
- Bachelor of Laws
- Advanced Diploma of Financial Services (Financial Planning)
- Master of Business Administration
- Master of Sustainability and Climate Policy
- RIAA Accredited Certified Financial Adviser
- Member of the Ethical Advisers’ Co-operative
Terry Pinnell
Terry was a financial planner from 1989 until 2021 when he retired from advising. He still remains a major shareholder and joint director of Ethical investment Adviser Pty Ltd.
Terry is also
- Portfolio Manager & Head of Stewardship for Ethical Investment Funds Management Pty Ltd
- Immediate Past Chair of the Ethical Advisers’ Co-operative
- Charter Member of Ethical Investment Association (now RIAA) and Charter Member of the Ethical Advisers’ Co-op
- Executive Member of Queensland Conservation Council
- Justice of the Peace (Qualified)
- Working with environmental not-for-profit on fund raising and governance issues
- Interests: Singing in a choir, touch football, bush regeneration, riding his electric bike, pilates, gym and Nia.
His donations include:
Plan International, Médecins Sans Frontières, Greenpeace, Queensland Conservation Council, Australian Conservation Foundation and UNHCR.
Sarah Wood
Sarah has over 18 years experience in the Financial Services Industry and has specialised in responsible investment advice since 2012. Sarah was trained by former United States Vice President Al Gore as a “Climate Reality Leader” in Melbourne in 2014 and acted as a mentor to new trainees at the Brisbane training in 2019.
Sarah assisted the Coffs Harbour City Council to develop a Responsible Investment approach to their finances, including a successful divestment motion in 2017. Sarah was formerly the West Australian Genxt Co Chair for the Association of Financial Advisers, is a Certified Responsible Investment Adviser through the Responsible Investment Association Australasia and is registered with the Tax Practitioners Board.
- Bachelor of Business
- Bachelor of Laws
- Diploma Financial Planning
- RIAA Accredited Certified Financial Adviser
- Chair of the Ethical Advisers’ Co-operative
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 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 ESG issues on a range of large companies.
James is qualified to offer advice on SMSF’s and is also a GESB (West State and Gold State) specialist.
James was named in the ‘FS Power50‘ 2019 – a list of the 50 Most Influential Advisers in Australia, and was a finalist in the ifa Excellence Awards four years in a row, from 2020-2023.
From 2015-2022 James ran the annual ‘Janubeard’ event, which raised funds for childhood cancer research. Janubeard is a 100% voluntary pro bono organisation.
- Bachelor of Commerce (University of Western Australia)
- MBA (UWA Graduate School of Management)
- Foundation Diploma of Financial Services (Deakin University)
- RIAA Accredited Certified Financial Adviser
- Member of the Ethical Advisers’ Co-operative
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
- Member of the Ethical Advisers’ Co-operative
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.
- Authorised Representative Ethical Investment Advisers
- Member of the Ethical Advisers’ Co-operative
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 Advice Association Australia (FAAA)
- Member of the Ethical Advisers’ Co-operative
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.
- A decade providing financial advice, helping and guiding people to their goals..
- Bachelor of Business in Financial Planning (with Distinction).
- Winner of the Ethical Advisers Co-op Outstanding Service award 2020.
- Accepted into a highly competitive national Financial Adviser graduate program (2012).
- Director and member of the Ethical Advisers Co-op.
- Lead of the Leaf-Ratings committee.
- Certified adviser of the Responsible Investment Association Australasia (RIAA).
- Financial Advice Association of Australia® member.
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’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 Advice Association Australia (FPAA)
- Member of the Ethical Advisers’ Co-operative
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
- Member Financial Advice Association Australia (FAAA)
- Member Responsible Investment Association of Australasia
- Diploma of Financial Planning
- Member of the Ethical Advisers’ Co-operative
Stephanie Dewberry
Steph has over ten years financial services experience, with a broad knowledge and skill set including paraplanning, compliance, technical services and finance.
Steph has a passion for economics and finance. Due to this interest she has spent many years studying and expanding her understanding of these fields. She enjoys applying her knowledge to help people achieve their goals in a long-term sustainable way. She believes it is important to develop and encourage financial literacy from a young age.
- Ethical Investment Advisers Authorised Representative
- Master of Applied Finance
- Bachelor of Applied Finance
- Member of the Ethical Advisers’ Co-operative
