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RIAA CERTIFIED
ADVISERS

Advisers certified under the Responsible Investment Certification Program have fulfilled the following requirements:

  • Completed RIAA's 'Responsible Investing: A Specialist Course for Financial Advisers';
  • Included questions in their Fact Find which seek to discover whether a client would like to take environmental, social, governance or ethical issues into consideration in their investment making decisions;
  • Demonstrated an ongoing commitment to providing investment advice that considers a person's personal values, in addition to their financial goals.

All of the Advisers listed below have been certified by RIAA. Simply click on an Adviser's name and you can find out:

  • How long they have been an Adviser for and how long they have been offering responsible investment advice;
  • The number and type of funds available on their approved list;
  • Whether they offer direct share advice; and
  • Whether they charge a fee for service, commission, or combination of the two.

NEW SOUTH WALES
Jonathan Dunne, Integrated Planning Service
Mark Lems, Kothes Financial Planning

Justin Medcalf, Green Equity Management (GEM)
Belinda Rayment, Peter G. Clarke Consulting
Trevor Thomas, Ethinvest
Mark Tindale, Ord Minnett Financial Planning
Richard Whan, Lighthouse Investment Services

VICTORIA
Helen Breier, Lachlan Partners
Michelle Brisbane, Ethical Investment Services
Janice Carpenter, Ethical Investment Services
Mark Lowe, Financial Services Partners
Andrew Melling, Next Generation Financial Services
Sam Pitruzello, Australian Unity Financial Planning

John Ross, Ethos Financial
Anne-Marie Spagnolo, Ethical Investment Services
Bruce Warlow, Innovative Financial Solutions

QUEENSLAND
Louise Edkins, Ethical Investment Advisers
Karen McLeod, Ethical Investment Advisers
Steven Putt, Viridian Wealth Management
Sophie Treloar, Vicary Securities
Robert Vicary, Vicary Securities

SOUTH AUSTRALIA
Andrew Gaston, Accord Financial Solutions
Mary Henderson, SuperElements
Adam Ordelman, Bridges King William Street

WESTERN AUSTRALIA
James Baird, JustInvest Financial Planning
Lisa Greeve, Greeve & Associates
Paul Meleng, Meleng Management
Richard Press, Wise Wealth Creation
Evan Salt, Mango Money Management

TASMANIA
Stuart Barry, Tas Ethical
Michael Driessen, GDA Financial Services
Aaron Schjelde, Bridges Launceston
Bill Sharp, Tas Ethical

ACT
Robert Vicary, Vicary Securities

NEW ZEALAND
Jonathan Neal, Rise Financial
Rodger Spiller
, Money Matters

 

 

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