Advisers certified under the Responsible Investment Certification Program have fulfilled the following requirements:
- Completed RIAA’s ‘Responsible Investing: A Specialist Course for Financial Advisers’;
- Included questions in their Fact Find which seek to discover whether a client would like to take environmental, social, governance or ethical issues into consideration in their investment making decisions;
- Demonstrated an ongoing commitment to providing investment advice that considers a person’s personal values, in addition to their financial goals.
All of the Advisers listed below have been certified by RIAA. Simply click on an Adviser’s name and you can find out:
- How long they have been an Adviser for and how long they have been offering responsible investment advice;
- The number and type of funds available on their approved list;
- Whether they offer direct share advice; and
- Whether they charge a fee for service, commission, or combination of the two.
NEW SOUTH WALES
- Mark Lems, Green Shoots Financial Planning
- Justin Medcalf, Green Equity Management (GEM)
- Trevor Thomas, Ethinvest
- Mark Tindale, Ord Minnett Financial Planning
- Steve Walden, Ethical Financial Solutions
- Richard Whan, Lighthouse Investment Services
VICTORIA
- Michelle Brisbane, Ethical Investment Services
- Alex Jamieson, AJ Financial Planning
- Mark Lowe, Financial Services Partners
- Andrew Melling, Next Generation Financial Services
- John Ross, Ethos Financial
- Anne-Marie Spagnolo, Ethical Investment Services
- Bruce Warlow, Innovative Financial Solutions
QUEENSLAND
- Louise Edkins, Ethical Investment Advisers
- Karen McLeod, Ethical Investment Advisers
- Robert Vicary, Australian Unity Personal Financial Services Ltd
SOUTH AUSTRALIA
- Andrew Gaston, Accord Financial Solutions
- Mary Henderson, SuperElements
- Adam Ordelman, Bridges King William Street
WESTERN AUSTRALIA
- James Baird, JustInvest Financial Planning
- Susan Broughton, not currently licenced
- Paul Elkington, DJ Carmichael
- Lisa Greeve, Greeve & Associates
- Richard Press, Wise Wealth Creation
- Evan Salt, Mango Money Management
TASMANIA
- Stuart Barry, Tas Ethical
- Michael Driessen, GDA Financial Services
NEW ZEALAND
- Katrina Hawker, Capital Investment Planning
- Jonathan Neal, Rise Financial
- Rodger Spiller, Money Matters
