EIS Profile

ABOUT

 

Ethical Investment Services is a financial planning firm that specialises in providing tailored ethical advice. EIS have been operating since 1988 and have offices situated in Kew, Melbourne. EIS service clients Australia wide and hold an Australian Financial Services Licence from ASIC.   Our Licensed Financial Advisers provide personalised advice tailored to your individual financial needs and incorporate your values and ethical concerns. This may involve the preparation of a Statement of Advice that sets out strategies to achieve your financial objectives and life goals. We will also recommend specific investments and portfolio management services that will be instrumental in helping you reach the goals set out in your plan.

CONTACT INFO

 

Contact: Anne-Marie Spagnolo

Email: annemarie@ethicalinvestments.com.au

Phone: 03 9853 0995

Website: www.ethicalinvestments.com.au

Address: 16 Princess Street, Kew, Victoria 3101

Cert Symbol

CERTIFICATION DETAILS

Ethical Investment Services Certification

Certified by RIAA Since:

2005

 

Dealer Group Established:

1992

 

RIAA Certified Advisers in the Dealer Group:

  • Michelle Brisbane
  • Anne-Marie Spagnolo

Responsible Investment Products:

  • Alphinity Socially Responsive Share Fund (previously Challenger Socially Responsive Share Fund)
  • AMP Captial Sustainable Share Fund
  • AMP Responsible Investment Leaders Range
  • Australian Ethical Balanced Trust
  • Australian Ethical Smaller Companies Trust
  • Australian Ethical Larger Companies Trust
  • Australian Ethical Income Trust
  • Australian Ethical International Equities Trust
  • Australian Ethical Property Trust
  • BT Wholesale Ethical Share Fund
  • Colonial First State Generation Global Sustainability Fund
  • Generation Global Sustainability Fund
  • Hunter Hall Value Growth Trust
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Global Deep Green Trust
  • Impax Environmental Markets Fund
  • Investa Diversified Office Trust
  • Perpetual Wholesale Ethical SRI Fund

DISCLAIMER: This information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a Dealer Group, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.