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JANICE CARPENTER
Ethical Investment Services

Established in 1988, Ethical Investment Services (EIS) is the largest advisory practice in Australia specialising in ethical investment. EIS provides a full range of financial planning services including: superannuation advice; general investment advice; retirement planning; wealth accumulation plans; managed funds; direct shares; and self managed super. EIS holds an Australian Financial Services Licence from ASIC and are a Principal member of the Financial Planning Association.  

Janice Carpenter is a Senior Financial Adviser at Ethical Investment Services. Having always been interested in environmental and social issues, her policy has been to offer a financial planning service which combines profit with principle. Janice has been a catalyst for the growth of ethical funds in Australia through ongoing lobbying of fund managers and establishing her own practice specialising in ethical investment. Janice is recognised as one of the main proponents of ethical investment in Australia. She has sat on the board of the Australian Bush Heritage Trust and was Joint Founding President of the Ethical Investment Association.

CERTIFICATION DETAILS
Certified with RIAA since: 2005

Dealer Group: Ethical Investment Services
Fees and charges structure: Fees for service and commission
Qualifications:
- Certified Financial Planner
Financial Adviser since:
1991
Offering responsible investment advice since: 1993
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Direct Shares

Which responsible investment products do you provide advice on?

AMP Responsible Investment Leaders Range
- AMP Sustainable Share Fund
- Australian Ethical Balance Trust
- Australian Ethical Larger Companies Trust
Australian Ethical Smaller Companies Trust
- BT Sustainable Conservative Fund
- Challenger Socially Responsive Share Fund
- Colonial First State Generation Global Sustainability Fund
- Hunter Hall Australian Value Trust
- Hunter Hall Global Ethical Trust
- Hunter Hall Value Growth Trust
- Investa Diversified Office Trust
- Perpetual Wholesale Ethical SRI Fund


CONTACT DETAILS
Janice Carpenter
Ethical Investment Services
16 Princess Street, Kew VIC 3101
Phone: 03 9853 0995
Email: janice@ethicalinvestments.com.au
Website: www.ethicalinvestments.com.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by Janice Carpenter. 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: December 2009

 

 

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