KAREN MCLEOD
Ethical Investment Advisers

If you are trying to live a sustainable life, it makes sense that you want to do the same with your money.  We can help you invest your savings and superannuation ethically.

Our advice to you is comprehensive.  We provide reports, online newsletters, regular phone calls and emails.  In terms of research, we analyse both the ethical and financial issues.  We cover both direct shares and managed funds.  Our expertise is predominately in superannuation. We are specialists at managing Self-Managed Super Funds (SMSFs).

We charge a fee for service and commissions are rebated.  This ensures that our advice is tailored to your needs, Your portfolio will be reviewed regularly for peace of mind.

We can assist you with advice on personal investment, superannuation, Self-Managed Super Funds, direct shares, and retirement planning.

CERTIFICATION DETAILS
Certified by RIAA since: 2008

Dealer Group: Ethical Investment Advisers Pty Ltd
Fees and charges structure: Fees for service and commission (rebated where possible)
Qualifications:
- Certified Financial Planner
- Diploma Financial Planning
- Bachelor of Business
Financial Adviser since: 2000
Offering responsible investment advice since: 2006 
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Direct Shares
Which responsible investment products do you provide advice on?
- Australian Ethical Balanced Trust
- Australian Ethical Smaller Companies Trust
- Australian Ethical Larger Companies Trust
- Australian Ethical Income Trust
- Australian Ethical International Equities Trust
- Australian Ethical Property Trust
- Generation (W) Global Share Fund
- Generation Wholesale Global Share Fund
- Hunter Hall Global Deep Green Trust
- Hunter Hall Global Ethical Trust
- Hunter Hall Value Growth Trust
- Impax Environmental Global
- Perpetual Wholesale Ethical SRI Fund

CONTACT DETAILS
Karen McLeod
Ethical Investment Advisers Pty Ltd
PO Box 824, Bulimba QLD 4171
Phone: 07 3333 2187
Email: kmcleod@ethicalinvestment.com.au
Website: www.ethicalinvestment.com.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by Karen McLeod. 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: August 2010