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Karen McLeod

Financial Adviser

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Certified

Karen McLeod

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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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.

Address

Level 1, 1 Enoggera Terrace, Red Hill, Brisbane, Qld, AU, 4059

Phone

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Organisation

  • Ethical Investment Advisers

Company number

Services offered

  • Superannuation Investment SMSF Retirement Planning Philanthropic Foundations Estate Planning Direct Shares Annuities Bonds

Certified products

Approved products

  • Affirmative Global Bond Fund Altius Sustainable Bond Fund Australian Ethical Balanced Fund Australian Ethical Australian Shares Fund Australian Ethical Australian Shares Fund Wholesale Australian Ethical Fixed Interest Fund Australian Ethical Fixed Interest Fund Wholesale Australian Ethical International shares Fund Australian Ethical Diversified Shares Fund Australian Ethical Diversified Shares Fund Wholesale Australian Ethical Advocacy Fund Australian Ethical Emerging Companies Fund Australian Ethical Emerging Companies Fund Wholesale BNP Paribas Environmental Equity Trust Federation Alternative Investments Pendal Sustainable Australian Fixed Interest Fund Pengana International Ethical Fund Pengana International Ethical Opportunities Fund Pengana WHEB Sustainable Impact Nanuk New World Fund Perpetual Wealth Focus Investment Advantage ethical SRI Perpetual wholesale ethical SRI Stewart Investors Worldwide Sustainability Fund Infradebt Ethical Investment Fund Ethical Investment Mid Cap SMA Australian Ethical Super Balanced (accumulation) Australian Ethical Super Conservative Australian Ethical Super Defensive Australian Ethical Super Growth Australian Ethical Super Advocacy Australian Ethical Super International Shares Australian Ethical Super Smaller Companies Uni Super Global Environmental Opportunities fund Uni Super Sustainable Balanced Christian Super Ethical Balanced Christian Super Ethical High Growth Christian Super MyEthical Super Christian Super Ethical Cash Christian Super Ethical Stable

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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.