Alliance Wealth Group
A quote from The Age January 31, 2010 in my opinion best summarizes what Ethical investing is all about for me:
“Even better than feeling good because you’re wealthier is being wealthier because you were feeling good”
Over the past years debt has been the catch phrase and what is a strength of ethical funds is they avoid debt-laden stocks, because excessive borrowing isn’t considered socially responsible. I have two grown up daughters and wish that they will have a world that has ethical and sustainable values that they to can bring a family into.
I have been in the Financial services sector for over 20 years and have seen many changes come and go but believe very strongly in providing a service that the client wants and responsible investing has to be high on the agenda.
I am a sole practitioner who has a fee for service business and a hands on approach.
CERTIFICATION DETAILS
Certified by RIAA since: 2009
Dealer Group: Professional Investment Services
Fees and charges structure: Fees for service only
Qualifications:
- Diploma in Financial Planning (1, 2, 3, 4, 5 and 8 )
Financial Adviser since: 1991
Offering responsible investment advice since: 2004
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Direct Shares
- Wills and Estate Planning
Which responsible investment products do you provide advice on?
- Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
- AMP Capital Sustainable Share Fund
- Australian Ethical Balanced Trust
- Australian Ethical Larger Companies Trust
- Australian Ethical International Equities Trust
- BT Sustainable Conservative Share Fund
- BT Wholesale Ethical Share Fund
- Hunter Hall Value Growth Trust
- Hunter Hall Global Ethical Trust
- Perpetual Wholesale Ethical SRI Fund
CONTACT DETAILS
| Bruce Warlow |
| PO Box 163 |
| Essendon North VIC 3041 |
| Phone: 03 8378 3600 |
| Email: brucew@bmrgroup.com.au |
| Website: www.alliancewg.com.au |
