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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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John has an extensive background in financial services, with over 25 years of experience in investment banking and personal financial advice. Prior to joining Ethinvest in 2019, he held roles with several investment banks including Bankers Trust and the Commonwealth Bank, and has extensive experience in equities, bonds, foreign exchange, and commodities.
John is a qualified financial adviser and holds a Bachelor of Commerce with Honours, Diploma of Financial Planning and Diploma of Financial Services. John also serves as the co-chair of the Ethinvest Approved Product Committee.
In his spare time, John enjoys cycling (weather permitting) and has a keen interest in travelling, surfing, and art history.
Money Matters helps investors to make more money and make a difference – to themselves, their finances and the world by providing expert guidance that enables them to invest ethically, responsibly – and successfully. As New Zealand’s leading and longest-standing responsible investment advisory company, Money Matters’ independent investment solutions help foster a more sustainable world.
Dr Rodger Spiller is New Zealand’s most experienced and qualified ethical and responsible investment advisor and a global pioneer in the ethical investment field. Rodger established Money Matters (NZ) Limited in 1990. In the past thirty years he has served as a specialist investment adviser continuously setting and raising the standard of advice in New Zealand.
Rodger completed a Bachelor of Commerce in 1983, winning the Senior Prize in Accountancy for research on accounting for business social responsibility, then qualified as a Chartered Accountant. He holds a Master of Commerce degree (1990) (First Class Honours) and a doctorate in ethical investment and business.
He is a former Member of the Securities Commission, served on the Nominating Committee for the New Zealand Superannuation Fund, as a Director of Transparency International (NZ) and Oxfam (NZ), as a Director and Chairman of the Association of Investment Advisers and Financial Planners and for ten years as a Director of the Responsible Investment Association Australasia. He has recently served as a Member of the Technical Working Group for the New Zealand Sustainable Finance Forum.
Rodger is a is a Certified Financial Planner™ (CFP) and Certified Financial Adviser with the Responsible Investment Association Australasia (RIAA).
Michael believes in the long term – both in the partnerships he builds as well as the strategic thinking he applies.
With 23 years experience in financial services, including at Macquarie Bank and Plan B Wealth Management, his focus centres on helping his clients and families get organised and de-stressed, creating long-term, considered and straightforward strategies.
Michael is also highly passionate in the field of ethical investing, bringing this focus to clients who are committed to making a difference.
JustInvest is a family business, established in 1967, with two offices – Perth and Dunsborough. JustInvest’s core belief is that investors don’t have to compromise their ethics when investing, and that all Australians should be able to invest in line with their values.
James has been in the Financial Planning industry since 2000. Having completed a Bachelor of Commerce (UWA), MBA (UWA GSM) and Foundation Diploma of Financial Services (Deakin),
James worked for Professional Investment Services in Perth before heading to the UK from 2003 until 2005. During his time in the UK James worked for CoreRatings, an Ethical Ratings agency which assessed material impacts of Environmental, Social and Governance (ESG) issues on a range of large companies. His role incorporated dealing with fund managers across Europe. On returning from the UK, James worked for Asgard Capital Management, consulting to Financial Planners with a focus on financial strategies and educating clients.
James joined his wife Julianna in the JustInvest team in 2007 to specialise in ethical investment and financial strategy advice. James and Jules are the proud parents of three young daughters.
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.
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.
Practitioner Member – Association of Financial Advisers, Member Responsible Investment Association of Australasia, Diploma of Financial Planning.
In 2014, after an exhaustive search for a highly experienced financial adviser who appreciates and values ethical investments, Stuart was thrilled to have Anne join the Tas Ethical team. She is part of a small, but growing group of advisers in Australia who “get” that a happy healthy retirement needs not just good returns and advice, but investments supporting a strong community and a functioning environment.
Prior to joining Tas Ethical, Anne had 14 years experience as a small business owner and 9 years as a financial adviser. She and her husband Colin have been involved in the Tasmanian environmental community since the Franklin River Campaign in the 1980’s. Anne has the mix of real life experience and financial expertise that gives her the ability to put herself in your shoes and then provide clear, simple and effective strategies set her apart from her peers.
Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation. In his last role he was in charge of ING’s investment operations for both South Korea and Japan.
As a Certified Financial Planner, he has the highest certification that can be awarded to a financial adviser.
He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise by using smart investment choices and enjoying the comfort of having a pro on their side.
In 2010 Stuart was a National finalist in Financial Wisdom’s value of advice awards;
To relax he enjoys his daily cycle commute, being out in Tassie’s natural environment and spending time with his family of four.
Stuart is also one of the select few financial advisers to be certified by the Responsible Investing Association of Australasia and is a co-op Director.
Michelle joined Ethinvest as a Financial Adviser in 2019. She studied economics and politics at the University of South Australia before entering the financial services industry in 2007. Despite the challenges faced by markets in 2008-2009, Michelle continued achieved her Certified Financial Planner® accreditation in 2017.
Michelle is passionate about helping people and has a genuine desire to make an impact on people’s lives as well as the broader community and environment. She believes portfolio construction should be customised to each client’s unique needs and draws on her experience working for both small and large financial institutions to advise on the complexities of High Net Worth individuals and entities.
Outside of work, her proudest achievement is becoming a mum in 2020, and co-ordinating an almost impossible family relocation from Sydney to Adelaide through a Covid lockdown. Michelle has been working an adviser with Ethinvest again since 2021, from Adelaide.
Alex has been working in the Financial Services industry close to 20 years specialising in Investment Portfolio Management, Wealth Accumulation, Retirement Planning and Superannuation.
With a degree in Economics from the University of Adelaide and Certified Financial Planner status, Alex works with his clients to develop outcomes that address their personal and financial objectives.
He is passionate about responsible and sustainable investing and strongly believes that this will become a normalised approach to wealth management in the years ahead.
At Astier, Alex advises professionals, small business owners and not for profit organisations in achieving specified financial objectives. With access to both in house and external research, this can then be tailored to meet clear ethical and financial metrics.
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…
Andrew was one of the founders of Accord Financial Solutions Pty Ltd, a privately owned financial planning firm based in Adelaide. Prior to this he worked in another financial planning firm and before that 19 years at the Reserve Bank of Australia.
Professionally Andrew is a Senior Associate of Financial Services Institute of Australasia and a Fellow of the Institute of Public Accountants. Andrew is also one of the select few financial advisers to be certified by the Responsible Investing Association of Australasia.
He provides advice on the full range of financial planning services including superannuation including Self-managed super, investment, retirement planning, personal risk insurance, direct shares and Centrelink. Andrew believes financial planning involves the implementation of a lifetime strategy that reflects your values, that helps you achieve your goals in every stage, season of your life and this includes the next generation.
He enjoys spending time with his family, gardening and cooking while enjoying a nice glass of shiraz.
Since 2003, Mike has been providing tailored financial advice to a wide range of clients, including individuals, families, not-for-profit organizations, and charitable trusts. Along with strategic and mainstream investment advice, Mike has extensive experience helping individuals, families, and organizations align their investments with their values.
Mike started his financial services career as an advisor to not-for-profit organizations in California. After migrating to Australia in 2008, he worked in philanthropy and as an advisor with a boutique Melbourne advisory firm specializing in ethical investment, before joining Ethinvest.
Mike has a BA and MA from Princeton University in the United States, as well as an Advanced Diploma in Financial Planning in Australia. He is passionate about social justice, combating climate change, and visual arts. Originally trained as an architect, he has also lived and studied in Japan.
As a qualified Chartered Accountant and experienced Financial Adviser, having also run her own retail and design business for over 15 years, Andrea brings a wealth of experience in finance and business to EIS.
Her passion for financial advice comes from seeing friends and elderly parents needing advice and not knowing or trusting who to turn to, with a particular interest in supporting families dealing with aged care arrangements.
Growing up in Tasmania shaped Andrea’s perspective on sustainability and the need to maintain Australia’s wilderness areas for future generations. Andrea also has a keen interest in design, having completed a Diploma of Interior Design (RMIT) and has incorporated sustainability in her design approach.
Andrea seeks to guide and support you through your financial journey by understanding your personal goals and ethics and combining this with her experience and skills in financial services.
Her qualifications include a Bachelor of Commerce (University of Tasmania), Associate Degree of Chartered Accounting, Diploma of Financial Planning, and she is currently completing her Master of Financial Planning. Andrea is also a member of the Chartered Accountants Institute of Australia and is FASEA exam certified.
Elizabeth Hatton is Director & Adviser at VivaEthical Financial Advice and has worked in Financial Services for + 15 years.
She has a special interest in ethical and sustainable investments and tax planning in providing financial advice and especially helping people to understand how their ethical priorities and investment choices can make a positive difference.
As well as growing tomatoes, she’s converted to keep-cups and silicon food wrap as a lifestyle choice. She is a member of Responsible Investment Association Australasia (RIAA) and the Ethical Advisers Co-op and has recently launched a podcast series called Get Ethical with Elizabeth Hatton.
Adam is a Financial Adviser with Ethical Investment Services. He has a Master’s degree in Financial Planning from Deakin University, specialising in social responsible investment. His thesis evaluated how Australian socially responsible managed funds screen their investments. He now enjoys helping his clients select investments that reflect their personal and ethical values.
Prior to his involvement in financial planning, Adam’s career of almost 30 years has spanned investment banking, corporate finance, mergers and acquisitions and water & environmental consultancy. Adam also has an MBA from Melbourne Business School and a science degree from Monash University. He came top of his year in the Financial Planning at Deakin.
Adam and his partner have fifteen-year-old twins and all are keen travellers. When he is at home he can be found in his beloved organic veggie garden.
Adam believes that the way we chose to invest will ultimately shape the world we live in, particularly in regards to addressing the environmental and social impact of the companies we invest in.
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.
Terry Pinnell has been a financial planner since 1989 and he has specialised in ethical investment since 1993. He is a Certified Financial Planner™ (CFP), Member of the FPA, Charter Member of Responsible Investment Association Australasia and a Justice of the Peace. Terry is a director of Directed Ethical Investment Pty Ltd and Ethical Investment Advisers Pty Ltd.
Adrian is the leading ethical investment adviser on the Gold Coast. He champions the conscious creation of wealth in this world through values based, responsible investing and is passionate about the environment, community and raising awareness regarding the positive use of money – how money can be used as a force for good.
He lives in the Eco village in Currumbin Valley, and is an active member of his local environmental group, Gecko, the Responsible Investment Association Australasia (RIAA), & AMPFPA.
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.
Louise Edkins CFP™ is a joint director of Ethical Investment Advisers Pty Ltd, a financial planning group that specialises in giving advice to ethical investors. She is a member of the Financial Planning Association and a Certified Financial Planner™ (CFP). Louise is a member and accredited by the Responsible Investment Association of Australasia (RIAA).
Louise started her career as a money market dealer at Macquarie Bank in 1984, a client adviser with CS First Boston Australian Equities and a Securities Risk Reporting Analyst at Natwest Markets in London. Having worked in financial markets and broking firms through the eighties, Louise felt there was more to life than “greed is good” and has advised clients solely on ethical investment since 1994.
Karen McLeod is a Certified Financial Planner™ (CFP). She also holds a Bachelor of Business (with Distinction).
During her decade spent working at traditional financial planning firms: Australian Financial Services, Godfrey Pembroke and Genesys Wealth Advisers, she realised her personal desire to help clients invest successfully without compromising their values.
Karen is actively involved in all issues related to responsible investment. In 2010, she was appointed a board member for the Responsible Investment Association Australasia (RIAA). She is still a board member. She also sits on the Certification Committee and the Governance Committee for RIAA.
In 2009, Karen McLeod was awarded a place in the ‘Masterclass Top 50’ Honour Roll. The Australian Financial Review’s ‘Smart Investor’ magazine conducted the exam.
Professionally, Karen McLeod is a member of the Financial Planning Association (FPA). She is also accredited as a Certified Financial Adviser with Responsible Investment Association Australasia (RIAA).
Vaughan joined Ethinvest in 2015 after 15 years developing and administering the financial management systems of some of Australia’s largest companies. Vaughan’s desire to help people from all walks of life to benefit from high quality financial advice and enable them to invest in line with their ethics and values led him to pursue his career with Ethinvest.
Since 2018 Vaughan has managed a broad range of investment portfolios for Ethinvest clients, including Self-Managed Super Funds, Family Trusts and Foundations. He is a key member of the Ethinvest Investment Committee, Secretary of our ‘Approved Products’ committee and co-investment manager of the Ethinvest Managed Portfolio Service we offer. Vaughan holds a Masters of Business in Accounting and Finance (UTS), an Advanced Diploma of Financial Planning and a Diploma of Business Management.
Vaughan spends most of his ‘spare’ time chasing his two young sons around and visiting his friends and family.
Vaughan is supported by Boya Wang (Paraplanner) and Sameena Musthafa (Client Relationship Manager).
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.
Justin joined Ethinvest in 2021, bringing with him over 18 years of experience in the financial planning industry. In 2008, he founded an ethical investment advisory firm and went on to collaborate with Trevor Thomas and others to create the Ethical Advisers’ Co-op. Justin then established Australia’s first responsible investment-dedicated investment platform, The Emerald Wrap.
Before joining Ethinvest, Justin served as the Head of Innovation (Wealth) at Bendigo Bank and spent most of the past decade on the board of the peak ethical and responsible investment industry body, where he helped shape the mainstreaming of responsible investment through the globally recognised Certification Program.
Justin is passionate about animal welfare, rewilding and protecting our natural environment and is a proud father of two.
When he’s not working or taking the kids to weekend sports, Justin enjoys swimming, bushwalking, cycling, snowboarding, and tackling various handyman projects.
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.
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.
Fiona has had an impressive career spanning over two decades, having held leadership positions across a variety of financial services, including advice, superannuation, insurance, funds management, and lending. She worked with Macquarie Group, Bendigo & Adelaide Bank, and other boutique businesses before eventually finding her true calling by combining her professional experience with her passion for contributing to a healthier planet and a better society for all. In 2016, Fiona joined Ethinvest as a Financial Adviser.
In 2019, Fiona took on the role of General Manager at Ethinvest, where she could make a more significant impact by scaling up the business, helping more clients invest in line with their values, and mobilising more capital for good.
Fiona is a member of the Ethical Advisers Cooperative, and she serves as a director of Australian Impact Investments and the Community Impact Foundation. Her passion for social justice issues and the environment is evident in both her personal and professional life. In addition to her finance-related qualifications, Fiona holds a Masters of Social Development and a Graduate Certificate of Social Impact from the UNSW.
In her downtime, Fiona enjoys spending time with her family and friends, going camping, bushwalking, skiing, and cooking up a storm in the kitchen.
Kevin has a passion for giving back to the community and has been actively involved in supporting equality and sustainability as a White Ribbon Ambassador and in organising the Illawarra’s largest World Clean Up Day event last year.
With over 8 years experience in financial planning, Kevin completed his Bachelor of Commerce at the University of Wollongong and has since become a Certified Financial Planner® and an Accredited Aged Care Professional™
Tim is the founder and principal of Artemas Wealth Management and has been providing advice to clients for over 25 years.
In today’s rapidly changing financial environment, investing has become increasingly complex. Whilst the principles of sound, long term investing have not changed, the speed at which financial markets now move can be often unsettling. Tim believes that a steady hand and experienced advice in these uncertain times are an important element in the relationship between an advisor and their client.
Tim loves walking in nature and keeping fit. He has been practising Pilates for over 10 years. He is a student of Kriya Yoga meditation.
Nat is a financial adviser with extensive experience in the financial advice and accounting professions.
Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and Finance. He is also a member of the Financial Planning Association of Australia.
He has a passion for improving the welfare of our planet and people. His expertise is in environmental and sustainable investment advice. His expertise is ensuring you feel well informed and comfortable with your financial affairs. This is achieved in a way that ensures your prosperity is congruent with the greater good of humanity and the natural environment.
Matthew is a highly experienced financial adviser who has spent over 12 years working in the financial services industry.
During this time, he has provided expert advice to individuals, not-for-profits, and superfund trustees. Matthew takes great pride in offering clear and concise financial planning strategies, portfolio construction, and investment advice. He has a particular interest in aligning investment objectives with the ethical values of his clients.
Matthew holds the Graduate Diploma of Financial Planning and is a member of both the Responsible Investment Association of Australasia and the Ethical Advisers’ Cooperative.
In his free time, Matthew enjoys spending quality time outdoors with his family, especially going surfing with his young boys.
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.
Trevor joined Ethinvest in 1997. He has been the Managing Director since 2008.
Prior to joining Ethinvest, Trevor spent six years in South America working in economic development. Trevor started his career as an economist for one of Australia’s major banks as well as AP Dow Jones Telerate. He holds an Economics degree from Sydney University and an MBA from Eastern University in Philadelphia. In 2003, Trevor became a Certified Financial Planner.
Apart from his work at Ethinvest, Trevor is also a trustee of various philanthropic organisations including the John T Reid Charitable Trusts, the Ethinvest Foundation and the Community Impact Foundation.
Trevor is passionate about global justice and advocacy, having served on the board of Tearfund Australia and the Darwin Challenge.
In his leisure time, he enjoys running, reading, and keeping up with current affairs.
Dave believes investing can be used as a force for good, to create change and address some of the biggest problems the world faces. Dave works with clients to build a Portfolio of Purpose that aligns values with money. Not just excluding those that do harm but actively seeking those who benefit society and contribute to solutions.
Dave is certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. He is also a past Director of the Responsible Investment Association Australasia (RIAA) working toward RIAA’s mission of ensuring capital is aligned with achieving a healthy society, environment and economy. He previously chaired one of RIAA’s Certification Assessment Panels and co-chaired RIAA’s Financial Adviser Forum.
Regularly called on for articles on responsible and ethical investment in publications including AFR, SMH, Financial Standard and Money Magazine. Dave is also a regular speaker at conferences and webinars on responsible investing for the Financial Planning Association, RIAA, Money Management and more.
