Bruce Warlow

ABOUT

 

A quote from The Age January 31, 2010 in my opinion best summarizes what Ethical investing is all about for me: “Even better than feeling good because you’re wealthier is being wealthier because you were feeling good” Over the past years debt has been the catch phrase and what is a strength of ethical funds is they avoid debt-laden stocks, because excessive borrowing isn’t considered socially responsible.  I have been in the Financial services sector for over 20 years and have seen many changes come and go but believe very strongly in providing a service that the client wants and responsible investing has to be high on the agenda. I am a sole practitioner who has a fee for service business and a hands on approach.

CONTACT INFO

 

Contact: Bruce Warlow

Email: brucew@bmrgroup.com.au

Phone: 03 8378 3600

Website: www.alliancewg.com.au/contact.htm

Address: PO Box 163, Essendon North VIC 3041

 
 
Cert Symbol

CERTIFICATION DETAILS

Bruce Warlow Certification

Certified by RIAA Since:

2009

 

Dealer Group:

Professional Investment Services

 

Qualifications:

  • Diploma in Financial Planning (1, 2, 3, 4, 5 and 8 )

 

Financial Adviser Since:

1991

 

Offering responsible investment Advice Since:

2004

Responsible Investment Services Offered:

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Wills and Estate Planning

Responsible Investment Products:

  • Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
  • AMP Capital Sustainable Share Fund
  • Australian Ethical Balanced Trust
  • Australian Ethical Larger Companies Trust
  • Australian Ethical International Equities Trust
  • BT Sustainable Conservative Share Fund
  • BT Wholesale Ethical Share Fund
  • Hunter Hall Value Growth Trust
  • Hunter Hall Global Ethical 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 superannuation fund 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.