Anne-Marie Spagnolo

Ethical Investment Services

Established in 1988, Ethical Investment Services (EIS) is the largest advisory practice in Australia specialising in ethical investment. EIS provides a full range of financial planning services including: superannuation advice; general investment advice; retirement planning; wealth accumulation plans; managed funds; direct shares; and self managed super. EIS holds an Australian Financial Services Licence from ASIC and are a Principal member of the Financial Planning Association.

Anne-Marie Spagnolo joined EIS in January 2000 and is a partner in the practice. Anne-Marie completed her Bachelor of Business in Financial Planning at RMIT University where she received the Faculty Award for Top Graduate in Financial Planning. With 8 years experience providing ethical investment advice, Anne-Marie is regularly invited to conduct seminars on the benefits of ethical investment and has participated in numerous television and radio interviews. Anne-Marie is also the author of The Ethical Investor, a handbook for ethical investors published by the Penguin Group in 2007.

CERTIFICATION DETAILS

Certified by RIAA since: 2006

Dealer Group: Ethical Investment Services

Fees and charges structure: Fees for service and commission

Qualifications:

  • CFP, B.Bus/Fin.Planning

Financial Adviser since: 2001

Offering responsible investment advice since: 2001

What responsible investment services do you offer:

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Financial Planning Strategies

Which responsible investment products do you provide advice on?

CONTACT DETAILS

Anne-Marie Spagnolo
Ethical Investment Services Pty Ltd
16 Princess Street, Kew VIC 3101
Phone: 03 9853 0995
Email: annemarie@ethicalinvestments.com.au
Website: www.ethicalinvestments.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Anne-Marie Spagnolo. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: May 2009