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RIAA MEMBERS
TASMANIA

Stuart Barry, Tas Ethical
Michael Driessen, GDA Financial Services
Aaron Schjelde, Bridges Launceston
Bill Sharp, Tas Ethical

STUART BARRY, TAS ETHICAL (formerly FINANCIAL LIFE PLANNERS)
Certified by RIAA

Tas Ethical has been a pioneer in offering ethical investment advice in Tasmania. We are proud that almost half our clients choose to have their portfolio invested in line with their own environmental, social and sustainability objectives.

The business was created in 1983 by Bill Sharp and now has $90 million under advice and services over one thousand clients. Through interview, questionnaires, seminars and newsletters we help you develop your portfolio based on your own ethical investing objectives in addition to your financial goals and money personality. Through risk management, estate planning and insurance advice we also ensure that you and your dependants are protected from financial risk.

  • contact: Stuart Barry
  • position: Financial Planner
  • dealer group: Financial Wisdom Ltd
  • qualifications: B Bus MBA ADFS(FP)
  • address: GPO Box 305, Hobart TAS 7001
  • phone: 03 6234 6336  
  • email: prosper@tasethical.com.au 
  • website: www.tasethical.com.au

MICHAEL DRIESSEN, GDA FINANCIAL SERVICES

Michael represents GDA Financial Services Pty Ltd (GDA) as a Senior Financial Planner – he has over 10 years experience in the financial planning industry working for both small and large planning firms.

Michael holds a CFP designation as well as a Diploma in Financial Planning through Deakin University. 

GDA is an independently owned boutique Financial Planning firm based in Hobart. We are proud to be Tasmanian owned and a Principal Member of the FPA. GDA holds it's own specific Australian Financial Services Licence.  Since 1993 GDA has had a core objective of providing comprehensive financial advice to the Tasmanian Community. GDA does this by acting as the central component to your financial future, working with your accountant, lawyer, lender and other business advisers to ensure the most effective outcome for you.

  • contact: Michael Driessen
  • position: Senior Financial Planner
  • dealer group: GDA Financial Services Pty Ltd
  • qualifications: Certified Financial Planner, Diploma in Financial Planning (Deakin)
  • address: 49 Davey Street, Hobart TAS 7000
  • phone: 03 6223 4444
  • email: mdriessen@gdafs.com.au
  • website: www.gdafs.com.au

AARON SCHJELDE, BRIDGES LAUNCESTON
Certified by RIAA

Aaron, a Senior Financial Planner, worked with Westpac and ANZ in Launceston prior to joining Bridges Launceston in 2008.  Bridges is one of Australia’s largest national financial planning and stockbroking firms with over $6 billion of Funds Under Advice.

Aaron believes people’s ethical decisions depend upon their own attitudes and beliefs.  Through extensive research and review, a portfolio can be tailored to suit each individual’s beliefs and goals.  Superannuation can be a tool for long term wealth creation that need not be a passive investment - it is also a tool for change.

By making an investment choice to support companies that meet high ESG, his clients know that their personal efforts can make a positive contribution beyond their local community.   Aaron welcomes the opportunity to meet with new clients to discuss their financial goals and investment choices.

  • contact: Aaron Schjelde
  • position: Senior Financial Planner
  • dealer group: Bidges Launceston
  • qualifications: Bach I.T., Dip FS, Adv Dip FS
  • address: 29 Brisbane Street, Launceston TAS 7250
  • phone: 03 6334 4900
  • email: aaron.schjelde@bridgesweb.com.au
  • website: www.bridgesweb.com.au

BILL SHARP, TAS ETHICAL (formerly FINANCIAL LIFE PLANNERS)
Certified by RIAA

Bill Sharp and Tas Ethical are authorised representatives of Financial Wisdom Ltd and since 1983 Bill has been advising on a wide range of investments and insurances.

Ethical investing has been a specialty for over 15 years and is the preferred choice of 50% of clients. All staff are involved in continuing education programs and Bill regularly gives seminars on ethical investment.

Tas Ethical’s mission is to motivate clients to create and manage wealth while protecting themselves and their dependants from financial risk. We remain Tasmania’s only planning practice with a history of specialization in ethical investing.

 

  • contact: Bill Sharp
  • position: Senior Planner
  • dealer group: Financial Wisdom Ltd
  • qualifications: Dip FP, B Sc. (Hons.), Certified Financial Planner
  • address: GPO Box 305, Hobart TAS 7001
  • phone: 03 6234 6336
  • email: prosper@tasethical.com.au
  • website: www.tasethical.com.au

 

 

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