KAREN MCLEOD

About

If you are trying to live a sustainable life, it makes sense that you want to do the same with your money.  We can help you invest your savings and superannuation ethically. Our advice to you is comprehensive.  We provide reports, online newsletters, regular phone calls and emails.  In terms of research, we analyse both the ethical and financial issues.  We cover both direct shares and managed funds.  Our expertise is predominately in superannuation. We are specialists at managing Self-Managed Super Funds (SMSFs). We charge a fee for service and commissions are rebated.  This ensures that our advice is tailored to your needs, Your portfolio will be reviewed regularly for peace of mind. We can assist you with advice on personal investment, superannuation, Self-Managed Super Funds, direct shares, and retirement planning.

Contact Information

Contact: Karen McLeod

Email: kmcleod@ethicalinvestment.com.au

Phone: 07 3333 2187

Website: www.ethicalinvestment.com.au

Address: PO Box 824, Bulimba QLD 4171

 

 

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:

2008

Qualifications:

Certified Financial Planner

Bachelor of Business
Diploma of Financial Planning

Financial Adviser Since:

2000

Providing Responsible Investment Advice Since:

2006

  • Superannuation and Retirement Planning
  • Investments/Managed Funds
  • Direct Shares
  • 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
  • Ethical Investment Advisers SMA
  • Generation (W) Global Share Fund
  • Generation Wholesale Global Share Fund
  • Hunter Hall Global Deep Green Trust
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust
  • Impax Environmental Global
  • Perpetual Wholesale Ethical SRI Fund

Important information about the Responsible Investment Certification Program:

The Responsible Investment Certification Program is not designed for the purpose of providing personal financial product or investment advice. The Certification Program is designed to provide information solely on the responsible and ethical investment strategies that apply to each of the Certified investment products for information only.

The information provided by the Certification Program is not a recommendation to invest in any investment products. It does not take into account your particular investment objectives, financial situation or investment needs all of which should be considered prior to making an investment decision. You should seek professional financial advice before making any investment decision.