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Karen McLeod

Certified Financial Planner™ at Ethical Investment Advisers

Karen McLeod is a Brisbane-based Certified Financial Planner™ (CFP), who has chosen to specialise in ethical investments for the last 18 years. She looks after clients across the country.

Her passion for ethical and responsible investment emerged in the mid-2000s as the world started to take note of the emerging climate crisis. She realised that clients wanted to make a difference by investing in solutions to save the planet such as renewable energy and recycling, rather than those polluting the environment or causing harm, like fossil fuels and weapons.

Karen served a board member on the Responsible Investment Association Australasia (RIAA) for 10 years, and for 10 years on the RIAA Product and Adviser Certification Panel. She currently serves as the Co-Chair of the Ethical Advisers’ Cooperative: Engagement Working Group.

She is an active speaker at many events including: the AFR ESG Summit, the Australian Shareholders Association, 350.org, Australian Conservation Foundation, and the Climate Summit.

She has written papers and talks for many industry courses and conferences including Kaplan Education, the Australian newspaper, the Australian Financial Planning Association and New Zealand’s Responsible Investment conference. Karen has been included in many press articles with the AFR, The Australian, and the ABC to highlight the benefits of ethical and responsible investing.

In 2009, the Australian Financial Review’s ‘Smart Investor’ magazine awarded Karen a place in their Master Class Top 50 Honour Roll (Australia wide). This achievement was based on her technical expertise.

She was also awarded a place in the Financial Standard’s FS POWER 50 Adviser List in 2019 and 2020, for her contribution to the industry.

Sessions with

Karen McLeod

Moana Nottage
Daniel Nelson
Adam Carey MFP, MBA, F.Fin, B.Sc.
Jennifer Alonso
Caroline Scott
Jo Saleeba
Skye Macpherson
Jeffrey Hales
Simba Marekera
Mibu Fischer
Chris Newton
Monique Andrew
Anna Shelley
Dr Erin Kuo‑Sutherland ​​​
David Mullins
Jonathan Armitage
Nina Wilkinson
Charis Halliday
Nathan Fradley FChFP
Dugald Higgins
Amy Krizanovic
Ethan Kusch
Prof Deen Sanders OAM
Cath Bowtell
Dan Osusky
Sudip Hazra
Camille Goldstone-Henry
Carmen Leung
Clare Baldwin
Tom Moloney
Marcus Wilert
Colleen Raab Smith
Eric Nietsch
Jillian Reid
Lisa McLean
Nicole Forrester
Emma Herd
Dr Catherine Brown OAM
Michelle Di Fabio
Jackson Rowland
Kate O'Rourke
Justin Williams
Kate Turner
Laura Osmetti
Jodie Barns
Michael Clancy CFA GAICD
Thomas King OAM
Dean Parkin
Sue Brake
Allan James
Sunita Subramoniam
Benson Saulo
Shamir Popat
Jordan Kraiten
Michelle Baltazar
Damian Cottier
Dr Terri Janke
Chris Evans
Dr Helen Durham AO
Justin Medcalf
Liza McDonald
Rachel Elliott
Phil Vernon
Simon Smallchua
Lucas Kengmana
Amanda Barker
To be announced
Jeremy Hubbard
Bhanu Singh
Stanley Soosur
Måns Carlsson OAM
Karen McLeod
Warwick Schneller
Alexandra Brown
Justin Welfare
Heechung Sung
Brendan Bailey
Josh Gilbert
Guy Williams
Shalini Samuel GAICD
Nayanisha Samarakoon
Estelle Parker
Anirudha Nagar
Kado Muir
Claire Molinari
Jamie Lowe
Dr Donna Lopata
Dean Hegarty
Kim Farrant
Anson Chan
Rachel Alembakis
Stephanie Maier
Rick Alexander
Karen Mundine
David Russell
Dr James Cockayne
Erin Billman