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Organisation

  • LGT Crestone Wealth Management

Company number

Services offered

  • Superannuation and retirement planning Investments/managed funds Direct shares

Certified products

Approved products

  • Domestic Fixed Income - Pendal Sustainable Fixed Interest Fund, Perpetual SRI Credit Alpha Fund, Australian Unity Green Bond Fund International Fixed Interest - Affirmative Global Bond Fund, AB Global Sustainable Thematic Credit Fund Domestic Equities - Ethical Partners Australian Equities, Authralian Ethical Whare Fund, Legg Mason Martin Currie Ethical Income, Perpetual Ethical SRI International Equities - AB Sustainable Thematic, Nanuk New World Fund, Stewart Investors Global Emerging Markets, Stewart Investors Worldwide Sustainability, Fundsmith Sustainable Equity Fund, Penegana WHEB Sustainable Impact Fund Alternatives - The Impact Fund, Revolution Private Debt Fund II, Partners Group Global Value

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Financial Adviser

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.