JONATHAN DUNNE IPS Wealth Management At IPS Wealth Management, we can tailor a portfolio based around ethical guidelines, to ensure that your portfolio reflects your personal values regarding environmental, social, and corporate governance issues. You can decide how "green" you wish your investments to be, and how much of your overall portfolio you wish to be ethically screened.
Jonathan and IPS Wealth Management are authorised representatives of Financial Wisdom Limited. Jonathan is currently Newcastle's only SRI Certified adviser, and is also an FPA Certified Financial Planner. Jonathan is a member of the AFR Masterclass 2007 (one of Australia's top 50 financial planners), and is committed to providing strategic, lifestyle based financial planning advice.
CERTIFICATION DETAILS Certified by RIAA since: 2007 Dealer Group: Financial Wisdom Limited Fees and charges structure: Fees for service and commission Qualifications: - Diploma Financial Planning Financial Adviser since: 2003 Offering responsible investment advice since: 2007 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 - Australian Ethical Balanced Trust - Australian Ethical Larger Companies Trust - BT Wholesale Ethical Share Fund - BT Sustainable Conservative Fund - Colonial First State Generation Global Sustainability
DISCLAIMER: This information has been prepared by RIAA based on material provided by Jonathan Dunne. 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.
At IPS Wealth Management, we can tailor a portfolio based around ethical guidelines, to ensure that your portfolio reflects your personal values regarding environmental, social, and corporate governance issues. You can decide how "green" you wish your investments to be, and how much of your overall portfolio you wish to be ethically screened. 
