• contact: Colin De La Nougerede
• position: Senior Financial Planner
• qualifications: TBA
• dealer group: Westpac-BT Financial Group
• address: PO Box 3467, Midland WA 6056
• phone: 08 6274 0837
• email: cdn@westpac.com.au
• website: www.westpac.com.au

PAUL ELKINGTON, DJ CARMICHAEL PTY LTD

At DJ Carmichael we help people and organisations to formulate, implement and manage strategies which achieve their financial goals. We do this by applying sound principles together with progressive thinking and strong business relationships.

Through our independence we have the capacity to offer exposure to ethical funds through a variety of platform managers and as one of the oldest brokerage houses in Australia we can offer direct access to publicly listed companies on both the Australian and Overseas stock exchanges.

Paul brings to DJ Carmichael over 9 years of exposure to the financial industry, working for Centrelink as a Financial Information Service Officer, while the last two years having practical industry experience.

• contact: Paul Elkington
• position: Investment Adviser
• qualifications: Diploma of Financial Services (Financial Planning); Assoc. FINSIA
• dealer group: DJ Carmichael Pty Ltd
• address: Suite 3, The Boardwalk, 7 Railway Terrace, Rockingham WA 6168
• phone: 08 9528 5911
• email: pelkington@djcarmichael.com.au
• website: www.djcarmichael.com.au

ANGUS GALLAGHER, WEALTH PLUS SOLUTIONS

Angus is a Financial Adviser with Wealth Plus Solutions Pty Ltd (a corporate authorised representative of Financial Wisdom Ltd). Angus focuses on providing advice to Gen Y and Gen X clients and has also worked extensively with Self Managed Super Funds.

“Increasingly our clients want to ensure that their portfolios combine their financial objectives with their concerns about environmental, social, governance and ethical issues. We operate on a fee for service basis to ensure that our investment recommendations always focus on our clients’ objectives and the strategies to achieve them, through value for money service delivery. Our unique advice process begins with an obligation and cost free consultation.”

• contact: Angus Gallagher
• position: Financial Adviser
• dealer group: Financial Wisdom
• qualifications: Bach. Commerce, Diploma of Financial Services
• address: 20 Hardy Street South Perth
• phone: 08 9474 9555
• email: angus@wealthplus.com.au
• email: http://wealthplus.financialwisdom.com.au

LISA GREEVE, GREEVE & ASSOCIATES
Certified by RIAA

I am a Certified Financial Planner with 10 years industry experience. With a Bachelor of Commerce and a varied career history spanning insurance, retail management, sporting event management and financial planning,  I have enjoyed many life experiences leading me to my personal desire for a more ethical and sustainable way of living and investing.
 
Our small practice provides a full range of financial planning services under a fee for service model. Our aim is to help people achieve their financial and life goals within the ethical and sustainable parameters they set. I look forward to helping provide you with "financial solutions for your future".

• contact: Lisa Greeve
• position: Principal Adviser
• dealer group: Garvan
• qualifications: Certified Financial Planner (FPA), Diploma of Financial Planning, Bachelor of Commerce  
• address: PO Box 83, Geraldton WA 6530
• phone: 08 9964 8119
• email: l.greeve@fpcentre.com.au

MACLANE JOHNSON, MONEY TREE FINANCIAL PLANNERS

CHRISTIAN MARRIOTT, HARTLEYS

I have been working in the Australia finance industry for nine years in Queensland and Western Australia, presently as an Investment Advisor at Hartleys, after a geological career around the world. I now spend my time building and implementing investment strategies using ethical/SRI managed funds and direct share portfolios to match my clients’ values. I enjoy helping clients realise their investment dreams while not contributing to the degradation of society and the planet. I give seminars on socially responsible investments by invitation and look forward to working together with you, “growing your wealth without compromise”.

• contact: Christian Marriott
• position: Investment Adviser
• dealer group: Hartleys Ltd
• address: Level 6, 141 St Georges Terrace, Perth WA 6000
• phone: 1800 644 266
• email: christian_marriott@hartleys.com.au
• website: www.hartleys.com.au

PAUL MELENG, ETHICALSUPER

Paul Meleng is a Proper Authority Holder of Roxburgh Securities Pty Ltd. He has been an adviser since 1982 providing the full range of financial planning services. Ethicalsuper is a registered business name and website domain to indicate Paul's special interest in ethical investing. Superannuation is emphasised because it is compulsory for many and so the place where ethical choices are most pertinent. Paul and his CPA, Murray Davey, wrote a book in 1985 called 'Winning The New Financial Game' which is in its 5th edition, and has sold over 30,000 copies. He has a previous life as a land surveyor and has completed various courses in Permaculture and continues to have related interests.

• contact: Paul Meleng
• position: Adviser
• dealer group: Roxburgh Securities 
• address: PO Box 9, Gelorup WA 6230
• phone: 08 9795 4811  
• email: pmeleng@gmail.com
• website: www.ethicalsuper.com.au

RICHARD PRESS, WISE WEALTH CREATION
Certified by RIAA

Increasingly many of our clients, now approaching retirement, have expressed a growing desire to 'put something back' and seek to incorporate a range of socially responsible and ethical investments into their portfolio. To help clients do this we can develop a well balanced and diversified investment portfolio that not only takes care of their financial needs, but also allows them to meet what they see as their societal and personal needs. We base our business around the provision of strong financial strategies, incorporating advice on both structural strategies and the placement of funds into appropriate investments.

• contact: Richard Press
• position: Authorised Representative
• dealer group: Hillross Financial Services
• qualifications: Diploma Financial Planning, CFP, Affil AII 
• address: PO Box 103, Palmyra WA 6957
• phone: 08 9339 0922
• email:  richardpress@wisewealth.net.au
• website: www.wisewealth.net.au 

EVAN SALT, MANGO MONEY MANAGEMENT
Certified by RIAA

Mango Money Management is the premium advice division of Wealth Plus Solutions Pty Ltd (a corporate authorised representative of Financial Wisdom Ltd). Evan’s team specialises in providing strategic financial advice to more complex clients, with a particular specialty in Self Managed Super Funds. Evan is a SPAA (SMSF Professionals Assoc) accredited specialist adviser.

Increasingly our clients want to ensure that their portfolios combine their financial objectives with their concerns about environmental, social, governance and ethical issues. We operate on a fee for service basis to ensure that our investment recommendations always focus on our clients’ objectives and the strategies to achieve them, through value for money service delivery. Our unique advice process begins with an obligation and cost free consultation.