Anne-Marie Spagnolo

ABOUT

 

Anne-Marie is a Certified Financial Planner and director of Ethical Investment Services. She has specialised in advising clients on financial planning strategies and investments with an ethical overlay since 2001. Anne-Marie has participated in numerous television and radio interviews discussing the benefits of ethical investing and is also the author of The Ethical Investor, a handbook for ethical investors published by the Penguin Group.

 

Anne-Marie completed a Bachelor of Business in Financial Planning at RMIT University where she received the Faculty Award for Top Graduate in Financial Planning; The Australian Taxpayers Association Prize in Superannuation and the Departmental Co-op Award for Best Business Project.

 

Anne-Marie is a keen traveller with an interest in ethical tourism, or Travel with Purpose. In recent years this has seen her sail with the 5 Gyres Foundation researching plastic pollutants in the Pacific and teach at Big Brother Mouse literacy Foundation in Laos. Having travelled the developing world in her twenties and thirties, including two years working as an English teacher in Mozambique, Anne-Marie believes the expansion of ethical investment will have a positive impact on the way companies choose to do business, particularly in regards to addressing global poverty and the environmental impacts of their activities.

CONTACT INFO

 

Contact: Anne-Marie Spagnolo

Email: Anne-Marie Spagnolo

Phone: 03 9853 0995

Website: www.ethicalinvestments.com.au

Address: 16 Princess Street, Kew VIC 3101

Cert Symbol

CERTIFICATION DETAILS

Anne-Marie Spagnolo

Certified by RIAA Since: 

2006

 

Dealer Group:

Ethical Investment Services

 

Qualifications:

  • CFP, B.Bus/Fin.Planning

 

Financial Adviser Since:

2001

 

Offering responsible investment advice since:

2001

Responsible Investment Services Offered:

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Financial Planning Strategies

 

Responsible Investment Products:

  • Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
  • AMP Captial Sustainable Share Fund
  • AMP Responsible Investment Leaders Balanced Fund
  • AMP Responsible Investment Leaders Conservative Fund
  • AMP Responsible Investment Leaders Growth Fund
  • AMP Responsible Investment Leaders Australian Share Fund
  • AMP Responsible Investment Leaders International Share Fund
  • Australian Ethical Balance Trust
  • Australian Ethical Larger Companies Trust
  • Australian Ethical Smaller Companies Trust
  • BT Wholesale Ethical Share Fund
  • Colonial First State Generation Global Sustainability Fund
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust
  • Hunter Hall Deep Green 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 financial adviser, 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.