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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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