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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

David Russell
Cath Bowtell
Kate O'Rourke
Dr Helen Durham AO
Jordan Kraiten
Justin Medcalf
Stephanie Maier
Chris Evans
Michael Clancy CFA GAICD
Karen Mundine
Rick Alexander
Bhanu Singh
Andrew Driscoll
Dr Juan José Freijo (Virtual Presenter)
Jonathan Armitage
Jamie Lowe
Dr James Cockayne
Anna Shelley
Justin Williams
Kim Farrant
Kate Turner
Josh Gilbert
Kado Muir
Heechung Sung
Jackie Funder
Sue Brake
Colleen Raab Smith
Jeffrey Hales
Billy Cotter
Eric Nietsch
Rachel Alembakis
Måns Carlsson OAM
Sunita Subramoniam (Virtual Presenter)
Carmen Leung
David Mullins
Marco Lambertini (Virtual Presenter)
Jeremy Hubbard
Allan James
Sudip Hazra
Stanley Soosur
Dr Terri Janke
Shamir Popat
Karen McLeod
Prof Deen Sanders OAM
Amanda Barker
Charis Halliday
Mibu Fischer
Claire Molinari
Alexandra Brown
Jackson Rowland
Amy Krizanovic
Anirudha Nagar
Lucas Kengmana
Damian Cottier
Jo Saleeba
Alexandra Banks
Dean Parkin
Jas Chambers
Justin Welfare
Rachel Elliott
Nina Wilkinson
Erin Billman (Virtual Presenter)
Nathan Fradley FChFP
Valeria Dinershteyn, CFA
Emma Herd
James Tayler
Thomas King OAM
Jodie Barns
Camille Goldstone-Henry
Dan Osusky
Dugald Higgins
James Bartle
Alan Dayeh
Louise Bradshaw
Jillian Reid
Lisa McLean
Clare Baldwin
Dr Erin Kuo‑Sutherland ​
Simba Marekera
Skye Macpherson
Phil Sloane
Daniel Nelson
Moana Nottage
Yvette Manolas
Nicole Forrester
Marcus Wilert
Tom Moloney
Chris Newton
Caroline Scott
Monique Andrew
Jennifer Alonso
Adam Carey MFP, MBA, F.Fin, B.Sc.
Pavan Sukhdev
Prof Brendan Wintle
Mara Bún
Amanda Richman
Warwick Schneller
Liza McDonald
Dr Donna Lopata
Estelle Parker