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RIAA MEMBERS
QUEENSLAND
Louise Edkins, Ethical Investment Advisers
Karen McLeod, Ethical Investment Advisers
Terry Pinnell, Directed Ethical Investment
Steven Putt, Viridian Wealth Management
Paul Sawtell, Paul Sawtell Certified Financial Planner
Sophie Treloar, Vicary Securities
Robert Vicary, Vicary Securities
Brent Wall, Wall Financial Services
LOUISE EDKINS, ETHICAL INVESTMENT ADVISERS
Certified by RIAA
 We are an independently owned financial planning and advisory service specialising solely in ethical investment. Appropriate investments are tailored to the individual's own ethical criteria and investment requirements using research on the ethics of the investments. Ethical Investment Advisers Pty Ltd has an unrestricted dealers license and is a principal member of the Financial Planning Association of Australia. Louise Edkins advises on options for investment with social and environmental responsibility. This includes: 21 years industry experience; fee for service advice with commissions rebated; ethical superannuation and rollovers (self managed super, corporate and personal); direct share investment and ethical managed funds; and ongoing investment management and ethical research.
- contact: Louise Edkins
- position: Financial Adviser
- dealer group: Ethical Investment Advisers
- qualifications: SIA (Aff), CFP
- address: PO Box 623, Paddington Qld 4064
- phone: 07 3367 3332
- email: ledkins@acenet.net.au
- website: www.ethicalinvestment.com.au
KAREN MCLEOD, ETHICAL INVESTMENT ADVISERS
Certified by RIAA
 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.
TERRY PINNELL, ETHICAL INVESTMENT ADVISERS
 To provide the best ethical investment advice, supported by quality ethical research and efficient ongoing service, at a competitive cost. To ensure that our clients financial and ethical needs are satisfied. That they are educated in the use of financial markets and strategies. To spread awareness of ethical investment and promote the socially responsible and the environmentally sound use of money. Support groups and organisations dedicated to social justice and environmental conservation. To help local businesses and organisations improve the local community by promoting a more peaceful and sustainable lifestyle.
- contact: Terry Pinnell
- position: Director
- dealer group: Ethical Investment Advisers
- qualifications: CFP, Dip. Financial Planning
- address: PO Box 78, Sherwood Qld 4075
- phone: 07 3278 2279
- email: dei@dei.com.au
- website: www.ethicalinvestment.com.au
STEVEN PUTT, VIRIDIAN WEALTH MANAGEMENT
Certified by RIAA
 My name is Steven Putt and I am the Managing Director and founder of Viridian Wealth Management Pty Ltd, a financial advisory firm that specialises in ethical and responsible investment. We aim to combine advisory services of the highest quality with investments which meet our clients personally held values. We take time to identify a clients’ ethical profile and encourage them to invest their money in a way that meets their financial goals and supports personal issues.
At Viridian, our aim is to preserve and grow your wealth. We value sustainability and operate for the long-term prosperity of our clients, our company and the community. We are primarily a fee for service planning firm that advises on ethical and responsible investment and provide a full range of financial planning services
- contact: Steven Putt
- position: Principal
- dealer group: Charter Financial Planning
- qualifications: Bachelor of Business, Dip Financial Planning, Certified Financial Planner
- address: 496B Ipswich Rd, Annerley QLD 4103
- phone: 07 3892 4500 or 0400 081 055
- email: steve@viridianwealth.com.au
- website: www.viridianwealth.com.au
PAUL SAWTELL, CERTIFIED FINANCIAL PLANNER
Personal statement and profile coming soon.
- contact: Paul Sawtell
- position: Principal
- dealer group: Millennium3 Financial Services Pty Ltd
- address: "Silverthorn", 942 Maleny-Stanley Road, Maleny QLD 4552
- phone: 07 5429 6055
- email: paulsawtellcfp@hotmail.com
SOPHIE TRELOAR, VICARY SECURITIES
Certified by RIAA
 We are an independently owned Financial Planning and Advisory Firm, operating under our own Dealer Licence. We service the Brisbane Ipswich Gold Coast and Canberra regions, including a number of International Clients.
We begin with a macro-economic (global or 'big picture') view on investing. We look to determine where growth, value and fair return for risk undertaken. Growth and returns are the fundamental focus in the investment selection.
We apply 'Negative Screens', 'Positive Screens' . 'Best of Sector' and 'Ethical Overlays' on Companies and/or Fund Managers to produce our 'Recommended Product List'.
First appointment is obligation free. The Advice Process includes a customized plan. We cover all areas of the Financial Planning Process including Superannuation, Retirement Planning and Insurance. Our approach is to work with you, on an on-going basis.
ROBERT VICARY, VICARY SECURITIES
Certified by RIAA
 Robert Vicary at Vicary Securities Pty Ltd assists individuals meet their goals with sustainable investments, responsible planning and abundance through wisdom. The firm and their financial planners embrace the RIAA standards for Certification and focus on the future for more balanced and harmonious communities. The firm holds a high commitment to investing in eight foundation class assets. Vicary Securities Pty Ltd classify these as, clean air, water availability, quality food, health wellbeing, education, renewable energy, reconciliation and purposeful work. We advise for all needs and situations, particularly wealth generation, superannuation, retirement planning, life insurance and investment strategies. We welcome your enquiries to our qualified planners.
ASHGROVE
Vicary Financial Planning Pty Ltd
32 Westgate Place, The Gap QLD 4061
IPSWICH
MKH Financial Planning Pty Ltd
13 Lawrence Street, North Ipswich QLD 4305
BRENT WALL, WALL FINANCIAL SERVICES
 Brent Wall has eighteen years experience in the financial services industry and gives him a side range of skills in the provision of financial planning and investment advice. Brent has a holistic view of financial planning, believing that clients' lifestyles and a 'best practice' approach are crucial elements in formulating strategies that add value the clients' financial security now and in later life. Brent has achieved the level of education required to comply with the requirements of ASIC Regulatory Guide 146. He holds a Diploma of Financial Planning and has been awarded the internationally recognised designation of Certified Financial PlannerTM. Brent has been a Member of the Financial Planning Association of Australia since 1994 and is bound by the Associations Code of Ethics and Rules of Professional Conduct.
- contact: Brent Wall
- position: Financial Planner
- dealer group: My Adviser Pty Ltd
- qualifications: Certified Financial Planner
- address: PO Box 3151, Tarragindi QLD 4151
- phone: 07 3392 6490
- email: brent.wall@mya.com.au
- website: www.mya.com.au
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