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Richard Owen

Financial Adviser

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Certified

Richard Owen

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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Long-term member of the Australian Financial Planning Association, Richard has been helping his clients achieve their goals for over 15 years. Richard has been a vocal advocate for the professional evolution of the financial planning industry for many years, and was an early adopter of the ethical, values-based advice movement in Australia. A highly respected and approachable leader in the eyes of peers and colleagues, Richard’s greatest asset is his ability to understand the individual needs of his clients and to work with them in trusted partnership towards the delivery of genuine outcomes that make a positive difference in their lives.

Address

Lvl 3, 35 Cotham Rd, Kew, Vic, AU, 3101

Phone

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Organisation

  • Owen Partners

Company number

Services offered

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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.