Trevor Thomas

Ethinvest

Ethinvest is an independently owned investment advisory practice that has been operating since 1989. It was the first financial planning practice in Australia to specialise in creating ethically screened investment portfolios for individual clients and organisations.

The focus of our practice is the construction and management of direct investment portfolios on behalf of individuals, self managed superannuation funds, charities and not-for-profit organisations. Each portfolio is uniquely designed around the client’s needs and objectives and screening preferences. Direct share ownership provides a very cost-effective way to invest. Our portfolio management service is provided in the context of a comprehensive financial plan, that addresses the overall structure of our client’s financial affairs, and that risk management and estate planning matters are all covered where necessary.

CERTIFICATION DETAILS

Certified by RIAA since: 2007

Dealer Group: Ethinvest Pty Ltd

Fees and charges structure: Fees for service and commission

Qualifications:

  • Certified Financial Planner
  • Bachelor of Economics (Honours)
  • Masters of Business

Financial Adviser since: 1998

Offering responsible investment advice since: 1998

Provides direct share advice: Yes

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Wills & Estate Planning

What responsible investment products to you provide advice on?

CONTACT DETAILS

Trevor Thomas
Ethinvest Pty Ltd
Suite 17, Level 1, “Malvern Court”, 16-18 Malvern Ave, Chatswood NSW 2067
Phone: 02 9413 9558
Email: tthomas@ethinvest.com.au
Website: www.ethinvest.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Trevor Thomas. 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: September 2010