Ethos Financial
Ethos Financial Services aims to provide our clients with a financial planning solution that not only produces excellent financial outcomes but is also aligned with our clients’ values. We do not prescribe to you our view of ethical investing, rather we construct a financial solution for you based on your individual requirements. We are an independent advisory firm with our own Australian Financial Services Licence, and are a Principal Member of the Financial Planning Association. We do not charge for an initial meeting.
John Ross has over fifteen years experience in the financial services industry, seven years as an accountant and the last eight years as a financial planner.
CERTIFICATION DETAILS
Certified by RIAA since: 2007
Dealer Group: Ethos Financial Advisers
Fees and charges structure: Fees for service and commission
Qualifications:
- Certified Practising Accountant
- Certified Financial Planner
Financial Adviser since: 1998
Offering responsible investment advice since: 2003
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Aged Care Advice
Which responsible invetment 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 Smaller Companies Trust
- BT Wholesale Ethical Share Fund
- Hunter Hall Value Growth Trust
CONTACT DETAILS
| John Ross |
| Ethos Financial Pty Ltd |
| Suite 603, Level 6, 1 Princess Street, Kew VIC 3101 |
| Phone: 03 9853 1676 |
| Email : j.ross@ethosfinancial.com.au |
| Website: www.ethosfinancial.com.au |

