Aligning profits with principles

Welcome to Australia and New Zealand’s first Financial Adviser Co-operative, the Ethical Advisers’ Co-op.

The Co-op’s membership of Financial Advisers specialise in helping clients invest in line with their ethical values in their superannuation and investment portfolios.

We are focused on investing in solutions for environmental and social issues, creating positive impact and creating a better world for future generations.

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2024 Annual Report

Welcome

Introducing the Ethical Advisers Co-op

Who we are

A not-for-profit organisation established in 2011, we recognise the need to represent and advocate on behalf of ethical and sustainable investment advice within Australia.

The Co-operative has a membership of over 40 advisers, all of whom operate within ethically focused Financial Planning practices around Australasia, collectively managing over $3.13 Billion of ethical investor’s money.

About us

What are Ethical Fund Ratings?

The Ethical Advisers Co-operative has developed the Ethical Fund Ratings to assist people in making choices for their investments and superannuation that are in line with their ethical values.

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Seeking Advice?

You can get advice on your current investments, superannuation, managed funds, and shares; divestment from areas you don’t support, such as fossil fuels or gambling; and investments that align with your ethical values and financial goals. Note that the specific services and advice may vary among Co-op members.
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What we provide to Advisers

Part of the Co-op’s mission is to provide ethical Financial Advisers and investment professionals in Australia and New Zealand a supportive network to exchange knowledge, amplify their collective voice, and empower their clients in aligning financial decisions with their values.

Established in 2013, Ethical Investment Week highlights the objectives and benefits of ethical investments and advice.

Co-ordinated by the Co-op, the week’s purpose is to connect investors with Advisers who are specialists in the ethical space – with the focus on ensuring your investments are best suited to your beliefs, attitudes and ethics.

Download our free ‘Ethical Investment Guide‘ for tips on investing in line with your ethical criteria!

The Sustainable Investment Advice course offered by Ethical Invest Group equips advisers with the essential tools, resources, and strategies to seamlessly integrate sustainable and ethical investing into their practice.

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Ethical Advisers’ Co-op a leader in engagement and education

With more than $2.91 billion in funds under management, the Ethical Advisers’ Co-operative (EAC) continues to serve as a trusted source of advice and

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Ethical Investment Week to help you invest in a sustainable future

Ethical investing is a growing trend as people become more aware of their investments’ impact on the environment and society. However, many people find

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Ethical Advisers’ Co-op helps clients to cut through the greenwash

The Ethical Advisers’ Co-operative has seen funds under management increase more than 15% to more than $3.13 billion invested with Adviser members. The EAC’s

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The Ethical Advisers’ Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers’ Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.

As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.

The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.

The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co- operative does not constitute financial advice. The information is general in nature and is presented in order to inform people motivated by ethical, environmental or social concerns.

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