At BDO Wealth Management our aim is to deliver independent, high quality, wealth creation solutions and portfolio management services. Additionally we seek to understand our client’s views on ethical, environmental and sustainable investing which allows them to strike a balance between their social and financial objectives and goals. In the community sector we manage over $50 million for our Not-for-Profit clients, in excess of $30 million in private charitable trusts and we also provide consulting and financial solutions advice to the clients of Community Sector Banking (http://www.csbanking.com.au). BDO Wealth Management is owned independent of any financial institution or fund manager and is a principal member of the Financial Planning Association of Australia (FPA), a member of the Responsible Investment Association Australasia and holds an Australian Financial Services License (AFSL Number 237260).
CERTIFICATION DETAILS
Certified by RIAA since: 2008
When your dealer group established: 2000
RIAA Certified advisers in your dealer group?
None
What responsible investment products are on your approved list?
- Alphinity Socially Responsive Share Fund (previously Challenger Socially Responsive Share Fund)
- AMP Responsible Investment Leaders Australian Share Fund
- AMP Responsible Investment Leaders International Share Fund
- Australian Ethical Balanced Trust
- Australian Ethical Income Trust
- Australian Ethical Larger Companies Trust
- Australian Ethical International Equities Trust
- BT Wholesale Ethical Share Fund
- BT Sustainable Conservative Fund
- CVC Sustainable Investments
- Glebe Large-Cap Shares Trust
- Glebe Australian Equities Trust
- Hunter Hall Australian Value Trust
- Hunter Hall Value Growth Trust
- IOOF Socially Responsive Shares Fund
- Warakirri Charitable Australian Equities Trust
CONTACT DETAILS
| Joanne Pearce |
| BDO Wealth Management (Vic) |
| Level 30, 525 Collins Street, Melbourne VIC 3000 |
| Phone: 03 8320 4605 |
| Email: jo.pearce@bdo.com.au |
| Website: www.bdo.com.au/ |
