Ethical Investment Services

Ethical Investment Services is a financial planning firm that advises clients who wish to invest ethically. We have been operating since 1992 from our offices in Kew, Melbourne and can also arrange to meet clients in Daylesford and Aireys Inlet in Victoria. We hold our own Australian Financial Services Licence from ASIC.

Ethical Investment Services provides advice on a range of financial planning issues and we believe that you’re never too young or old to start taking control of your finances.

If you would like to start investing, our advisors will develop a strategy to suit your individual needs and objectives. There are many options available from direct debit savings plans to extensive share portfolios, but before making any recommendations we take time to consult with you and gather information about your personal, financial and ethical objectives.

Certified by RIAA since: 2005

When was your dealer group established: 1992

RIAA Certified advisers in your dealer group:

• Michelle Brisbane
• Anne-Marie Spagnolo

What responsible investment products are on your approved list?

• Alphinity Socially Responsive Share Fund (previously Challenger Socially Responsive Share Fund)
• AMP Captial Sustainable Share Fund
• AMP Responsible Investment Leaders Range
• Australian Ethical Balanced Trust
• Australian Ethical Smaller Companies Trust
• Australian Ethical Larger Companies Trust
• Australian Ethical Income Trust
• Australian Ethical International Equities Trust
• Australian Ethical Property Trust
• BT Wholesale Ethical Share Fund
• Colonial First State Generation Global Sustainability Fund
• Generation Global Sustainability Fund
• Hunter Hall Value Growth Trust
• Hunter Hall Australian Value Trust
• Hunter Hall Global Ethical Trust
• Hunter Hall Global Deep Green Trust
• Impax Environmental Markets Fund
• Investa Diversified Office Trust
• Perpetual Wholesale Ethical SRI Fund

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