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RIAA MEMBERS
VICTORIA

Ian Baker, TBW Accounting and Consulting
Helen Breier, Lachlan Partners
Michelle Brisbane, Ethical Investment Services
Janice Carpenter, Ethical Investment Services
Mark Lowe, Financial Services Partners
Robert Marshall, Chiltern Peak Pty Ltd
Andrew Melling, Next Generation Financial Planning
Ted Robson, Lanyon Partners
John Ross, Ethos Financial
Anne-Marie Spagnolo, Ethical Investment Services
Bruce Warlow, Innovative Financial Solutions

 

IAN BAKER, SENTRY FINANCIAL SERVICES

 

We offer investment solutions for client''s ethical concerns.

 

Ethics is essentially the moral dimension of what we do and how we act.

 

The importance of ethics to the financial services industry in particular has been heightened as a result of the economic events of the past two years with instances of poor corporate behaviour, major corporate collapses and conflicted financial advice.

  • contact: Ian Baker
  • position: Financial Adviser
  • dealer group: Sentry Financial Services
  • qualifications: FCA, B.Ec, SA Fin, CFP, MLB(Tax), FTIA
  • address: Suite A, Level 2 68-70 Dorcas Street South Melbourne 3205
  • phone: 03 9699 8998
  • email: ian@tbwgroup.com.au
  • website: www.tbwgroup.com.au

HELEN BREIER, LACHLAN PARTNERS
Certified by RIAA

Helen Breier has been active in the share broking industry for 17 years including seven years as the manager of education at the ASX and over a decade as an adviser to private clients. Helen researches and writes the Eco Equities newsletter which is intended for clients who seek to apply their personal set of ethics to their investment selections and for those seeking environmentally proactive stocks.  Share market strategy is a particular interest and Helen favours value.



MICHELLE BRISBANE, ETHICAL INVESTMENT SERVICES
Certified by RIAA

Ethical Investment Services aims to combine investment integrity with superior financial returns by offering clients investment solutions that match their ethical concerns. We value a sustainable future and operate for the long-term prosperity of our clients, our company, the environment and the global community.

Established in 1988, we are an independent company and hold our own Dealer's Licence from ASIC. As a principal member of the Financial Planning Association, we provide a full range of financial planning services including superannuation advice, wealth accumulation plans, general investment advice, retirement planning, investment via managed funds, direct shares and self managed super.

JANICE CARPENTER, ETHICAL INVESTMENT SERVICES
Certified by RIAA

Janice Carpenter is widely regarded as one of the main proponents of ethical investment in Australia having established one of the first specialist ethical investment advisory practices in 1988. Janice was also Joint Founding President of the Ethical Investment Association.

Janice has eighteen years experience in providing financial advice with an ethical overlay, holds a B.A, a Diploma in Financial Markets, is an Affiliate of the Securities Institute of Australia and an Associate of the Financial Planning Association. 

Janice is a proud supporter of the Victorian Woman’s Trust and the International Women’s Development Agency and has a demonstrated involvement in community activities, having been a local councillor for many years including a term as the mayor of Malvern. 

MARK LOWE, FINANCIAL SERVICES PARTNERS
Certified by RIAA

Financial Services Partners is a firm which specialises in providing advice relating to wealth accumulation and retirement and prides itself as being ethical in all its dealings with customers. I have been a financial adviser for over 20 years and have been a member of the AFR Smart Investor Master class in both 2009 & 2010.

In the initial consultation with customers, I present them with the opportunity to raise any specific ethical criteria they would like to include or avoid in their investment portfolio thus tailoring their investment portfolio to their specific requirements.

Customers therefore have the option of investing in ethical and socially responsible funds whilst still generating competitive returns.

  • contact: Mark Lowe
  • position: Financial Adviser
  • dealer group:  Financial Services Partners Pty Ltd
  • qualifications: CFP, B.App Sci(Maths), Dip FP
  • address: Level 4, 224 Queen Street, Melbourne VIC 3000
  • phone: 03 9602 8888 
  • email: mark@marklowe.com.au
  • website: www.fspmarklowe.com.au    

ROBERT MARSHALL, CHILTERN PEAK PTY LTD

Chiltern Peak Pty Ltd has been operating for over 16 years, providing a range of high quality wealth advice services to a wide variety of clients. Chiltern Peak Pty Ltd is part of Genesys Wealth Advisers Ltd, a network of over 370 wealth advisers around Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $10 billion of investments and over $100 million in annual risk insurance premiums (as at 31 December 2007).




ANDREW MELLING, NEXT GENERATION FINANCIAL PLANNING
Certified by RIAA

Next Generation Financial Planning is a boutique financial services organization offering financial planning strategies and solutions across all stages of life. Whether you are buying a home, funding your children’s future, ensuring your families security, getting ready for retirement or moving into a nursing home, our innovative strategies and wide range of products allow us to help clients achieve their objectives along the way. Next Generation Financial Planning is currently licensed by AFG Financial Planning, a division of AFG which is one of Australia’s largest mortgage broking groups. AFG Financial Planning, our chosen licensee, is not institutionally owned. We feel that this is vitally important to ensure the impartiality of advice and to ensure that the clients’ needs are put before those of the organization who is providing the advice or product.

JOHN ROSS, ETHOS FINANCIAL SERVICES
Certified by RIAA

Ethos Financial Services aims to provide our clients with a financial planning solution that not only produces excellent financial outcomes but is also aligned with our clients' values. We do not prescribe to you our view of ethical investing, rather we construct a financial solution for you based on your individual requirements. We are an independent advisory firm with our own Australian Financial Services Licence, and are a Principal Member of the Financial Planning Association. We do not charge for an initial meeting.

John Ross has over fifteen years experience in the financial services industry, seven years as an accountant and the last eight years as a financial planner.

ANNE-MARIE SPAGNOLO, ETHICAL INVESTMENT SERVICES
Certified by RIAA

Anne-Marie Spagnolo is a partner in financial planning practice Ethical Investment Services where she specialises in advising clients on financial planning and investments with an ethical overlay.

Anne-Marie completed her Bachelor of Business in Financial Planning at RMIT University where she received the Faculty Award for Top Graduate in Financial Planning; The Australian Taxpayers Association Prize in Superannuation and the Departmental Co-op Award for Best Business Project.

Having travelled the developing world, including two years working as an English teacher in Mozambique, Anne-Marie hopes the expansion of ethical investment will ultimately have a positive impact on the way companies choose to do business, particularly in regards to addressing global poverty and the environmental impacts of their activities.

BRUCE WARLOW, INNOVATIVE FINANCIAL SOLUTIONS
Certified by RIAA

Having a clear idea of what is an ethical investment is all that our firm asks. We believe that by belonging to RIAA this allows us to rely upon research that is not influenced by other factors. This is our style.









  • contact: Bruce Warlow
  • position: Director
  • dealer group: Lonsdale Financial Group
  • address: PO Box 163, Essendon North VIC 3041
  • phone: 03 9379 9200  
  • email: BruceW@bmrgroup.com.au

 

 

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