Ethical Investment Services
Ethical Investment Services aims to combine investment integrity with superior financial returns by offering clients investment solutions that match their ethical concerns. We value a sustainable future and operate for the long-term prosperity of our clients, our company, the environment and the global community.
Established in 1988, we are an independent company and hold our own Dealer’s Licence from ASIC. As a principal member of the Financial Planning Association, we provide a full range of financial planning services including superannuation advice, wealth accumulation plans, general investment advice, retirement planning, investment via managed funds, direct shares and self managed super.
CERTIFICATION DETAILS
Certified by RIAA: Since 2006

Dealer Group: Ethical Investment Services
Fees and charges structure: Fee for service and commission
Qualifications:
- Certified Financial Planner
- Bachelor of Business (Finance)
Financial Adviser since: 1999
Offering responsible investment advice since: 1999
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Direct Shares
- Loan & Mortgage Advice
- Financial Planning Strategies
Which responsible investment products do you provide advice on?
- Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
- AMP Captial Sustainable Share Fund
- AMP Responsible Investment Leaders Range
- Australian Ethical Balanced Trust
- Australian Ethical International Equities Trust
- Australian Ethical Larger Companies Trust
- BT Sustainable Conservative Fund (previously: BT Wholesale Ethical Conservative Fund)
- Generation Global Sustainability Fund
- Hunter Hall Australian Value Trust
- Hunter Hall Deep Green Fund
- Hunter Hall Global Ethical Trust
- Hunter Hall Value Growth Trust
- Investa Diversified Office Trust
- Perpetual Wholesale Ethical SRI Fund
CONTACT DETAILS
| Michelle Brisbane |
| Ethical Investment Services |
| 16 Princess Street, Kew VIC 3101 |
| Phone: 03 9853 0995 |
| Email: michelle@ethicalinvestments.com.au |
| Website: www.ethicalinvestments.com.au |
