Justin Medcalf

Green Equity Management (GEM)

GEM is one of only two Sydney based financial planning firms that specialize in Environmentally Positive investing.

We have helped countless clients from all sectors, whether it be Corporate, Government or civil society successfully manage their personal equity.

We can also help ensure your superannuation or investments, regardless of balance, are invested inline with your social and financial aspirations.

We are not aligned with any financial institutions and as we sell peace of mind at an hourly rate, you will receive quality, value for money advice that is suited to your needs, not ours.

CERTIFICATION DETAILS

Certified by RIAA since: 2009

Dealer Group: My Adviser

Fees and charges structure: Fees for service

Qualifications:

• Bachelor of Commerce (Accounting)
• Advanced Diploma Financial Services (Financial Planning)

Financial Adviser since: 2007

Offering responsible investment advice since: 2007

What responsible investment services do you offer?

• Superannuation & Retirement Planning
• Investments
• Wills & Estate Planning
• Insurance

Which responsible investment products do you provide advice on?

• Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
• Australian Ethical Balanced Trust
• Australian Ethical Smaller Companies Trust
• Australian Ethical Larger Companies Trust
• Australian Ethical Income Trust
• Australian Ethical International Equities Trust
• CVC Sustainable Investments
• Equity Trustees Master Trust, Freedom of Choice
• Generation Sustainable Fund
• Hunter Hall Australian Value Trust
• Impax Environmental Fund

CONTACT DETAILS

DISCLAIMER: This information has been prepared by RIAA based on material provided by Justin Medcalf. 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.