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Accord Financial Solutions Pty Ltd is a privately owned financial planning firm based in Adelaide. Accord provides a full range of financial planning services and advice on investment, superannuation, retirement, personal risk insurance, estate planning, gearing strategies and self-managed superannuation. Our staff will work with you to implement your personal financial strategy based on your needs and ethical concerns. We are family & community conscious and enjoy sponsoring a number of community based organisations.

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

  • Accord Financial Solutions

Company number

Services offered

  • Superannuation and retirement planning Investments/Managed Funds Direct Shares

Certified products

Approved products

  • Alphinity Socially Responsive Investment Fund Australian Ethical Australian Shares Fund BT Ethical Fund Betashares Australian Sustainability Leaders Betashares Global Sustainability Leaders Generation Global Sustainability Fund Australian Ethical Diversified Shares Fund Australian Ethical Emerging Companies Fund Australian Unity Healthcare property Fund Perpetual SRI Fund Altius Bond Fund BNP Paribas Environmental Equity Trust Nanuk new world fund Legg Mason Martin Currie Ethical Income Fund Legg Mason Martin Currie Ethical Values Fund

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.