Who are We?

The Ethical Advisers Co-operative (EAC) was established in 2011 by a dedicated group of financial advisers who recognised the need to represent and advocate on behalf of ethical and sustainable investment advice within Australia, a need that remains to this day.

Since those early days, the Co-operative has grown to 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.

A not-for-profit organisation, the Co-op has built an outstanding reputation as a vocal representative on behalf of those advisers and investors seeking ethical investments. 

Through our active participation within the investment industry, the Co-Op has worked alongside major organisations to promote sustainable, ethical and impact investment, such as the Responsible Investment Association Australasia (RIAA), 350.org, ACCR and Market Forces.

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.

Our ethical advisers, supported by a collaborative network and resources, exchange knowledge and skills. This results in a stronger unified voice, empowered clients, and increased ethical investments in the financial sector.

​Co-Op Advisers have led the way in ethical investing both within Australia and internationally and have helped develop some of the most innovative ethical investment solutions to help to achieve your financial goals whilst not compromising your personal values.

Our highly qualified members regularly advise on topics such as personal investment, family trusts, charities, not for profits, philanthropic trusts, self-managed super funds, co-operatives and ethical superannuation investing.

The board members which help to realise these benefits are depicted below. To contact any of the Co-op’s members, click the ‘Find An Adviser’ tab or fill out the ‘Contact Us’ form.

Key People

Chair (Acting)

Paul Garner

Treasurer

Kathryn Fitch-Daniels

Secretary

Luke Price

Directors

Julia Harley
Tim Fitzpatrick
Paul Garner
Jennifer Porter
Chris Lang

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Resources

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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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Sarah Wood

ActInvest

ActInvest is a Financial Advisory practice focused on helping clients to be in the best financial position they can be for their future. We believe that empowering people to take control of their investments leads to better financial, social, economic and environmental outcomes.

Sarah specialises in providing investment solutions that meet the needs, objectives and ethical investment preferences of her clients. This investment approach includes applying environmental, social and governance integration, screening of companies (e.g. Fossil Fuel companies), sustainability themed investments (e.g. clean energy funds), engaging actively with companies and making impact investments.

Sarah Wood holds a Bachelor of Business from the Queensland University of Technology, a Bachelor of Laws from Southern Cross University, a Diploma of Financial Planning and is the Butterworths Book prize recipient for Business Law at the Queensland University of Technology.

Sarah was formerly the West Australian Genxt Co Chair for the Association of Financial Advisers, is a current member of the Responsible Investment Association Australasia and is registered with the Tax Practitioners Board. Sarah has over 10 years experience in the Financial Services Industry and formed One Horizon Consulting, specialists in responsible investment financial planning advice in 2012.

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Kathryn Fitch-Daniels

Eth Invest

Kathryn is an experienced Certified Financial Planner who joined Ethinvest in 2021. With almost two decades of experience in comprehensive financial planning, Kathryn helps clients manage their SMSFs, trusts, wealth creation and retirement planning. She’s passionate about helping clients achieve their financial goals through ethically constructed portfolios that align with their values.

In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.

Outside of work, Kathryn is passionate about gender equality and opposes poker machines. She also has a particular fondness for frogs.

In her spare time, she enjoys watching live sports with her husband, trying new restaurants in Newtown, cultivating her balcony garden, and walking her first-ever dog, a toy Cavoodle named Pickles.​

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Luke Price

Ethical Investment Advisers

Luke has over 15 years of experience in the financial services industry, and first became an Authorised Representative in 2011.

He has completed a Bachelor of Business majoring in Finance, as well as a Diploma in Financial Services (financial planning), and is currently completing the Accredited Aged Care Professional program.

Luke has a strong background in superannuation, investment research and portfolio construction. He currently sits on the Investment Committee of Ethical Investment Funds Management as well as the board of the Ethical Advisers’ Co-Operative.

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Julia Harley

Eth Invest

Julia became a member of Ethinvest’s team in 2019, after spending 16 years advising high-net-worth individuals, Family Offices and small institutions in boutique Wealth Management businesses and global investment banks. She is dedicated to helping clients achieve their goals by providing clear strategic advice and aligning their investment strategy with their ethical values.
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Julia has obtained the Certified Investment Management Analyst (CIMA®) designation and is passionate about providing expert portfolio construction to all investors. Julia is also a board member of the Ethical Advisers’ Co-op.

Outside of work, Julia loves to explore global culture, architecture, and art through travel. She recently reignited her passion for horse riding as a way to see the world. Closer to home, she is an avid ocean swimmer and practices yoga for its wide range of health benefits.

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Tim Fitzpatrick

Ethical Investment Services

Tim is a Financial Adviser with Ethical Investment Services. His qualifications include a Graduate Certificate in Economics from the University of Queensland, a Bachelor of Arts/Bachelor of Business, a Diploma of Financial Planning, and a semester spent at the Queensland Conservatorium of Music.
 
Tim’s interest in financial advice was initially sparked by time spent after school at his father’s financial planning business in Toowoomba. While the curiosity in investing was always there – learning to read stock reports early on, and buying his first shares at age 10 – the connection with clients was what appealed to him most.
 
Prior to joining EIS, Tim most recently worked as a business journalist, with articles in The Big Issue and Crikey, among others.
 
A keen traveller, he rates Iceland and Bangladesh as highlights, with the landscapes and people of both countries shaping his attitude towards the environment and sustainability. His interests also include art, technology, watching the Brisbane Lions occasionally win, and trying to play his prized Fender Jazzmaster.

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Paul Garner

Novo Wealth

Novo Wealth founder Paul Garner is a Certified Financial Planner® Professional with high level experience from his time at a ‘big 4’ Australian bank and boutique planning practice. Wanting to move beyond this [corporate] environment and offer clients more, he started Novo to deliver genuinely tailored wealth advisory services, with a focus on responsible investing. Paul is also a ‘real person’ – a dad, musician, cyclist, footy-lover – who realised ethical investment needed greater recognition – and to be seen as more than an afterthought or token gesture in 21st century financial planning, given the world his [and everyone else’s] kids were growing up in.

Novo [meaning to change, reinvent, refresh in Latin] prioritises its product and sector selection around responsible investing with individually structured planning. Paul understands that each client’s position and lifestyle is different, be they just starting out, or looking for a kick along as they near retirement. Paul will design each client a specialised program to build wealth, protect that wealth and enable that wealth to potentially ‘go on giving’ indefinitely. High quality responsible investing encourages great corporate behaviour and outcomes that benefit people and our planet – without compromising wealth creation and performance. Truly a win-win-win-win…

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Chris Lang

Ethical Choice Investments

Chris is a customer focused adviser who grew up exploring Tasmania’s outdoors, discovering for himself the importance and beauty of our wilderness areas. He aims to find investments which sustain and support our natural environment for future generations. Chris seeks to guide and support you through your financial journey by understanding your personal goals and ethics, combining this with his experience and skills in financial services.
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Chris graduated in 2012 with a Bachelor’s degree in Financial Planning, with distinction. He was accepted into a highly competitive national graduate program, and has worked as an adviser in Tasmania since.

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