Charles Moore has been a trusted adviser to wealthy Australian families and charitable organisations for 17 years, watching them develop an increasing desire to make ethical investment decisions, use their wealth to create positive impact, and give back to the communities in which they have been successful. Charles leverages his experience as an adviser, together with roles as a non-profit Director and Private Ancillary Fund Trustee, to educate investors wanting to re-orient their investments towards sustainability and social impact. Early to identify this growing trend, Koda Capital provides dedicated research resources and unique global relationships to incorporate genuine ESG and impactful investments into client portfolios.
Charles holds degrees from The University of Sydney, The Securities Institute of Australia, and specialist qualifications in financial planning, superannuation, and non-profit board governance. Charles has consistently ranked in the Top Australian Financial Adviser List compiled by The Australian and Dow Jones & Company’s global research publisher Barron’s.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
