MATTHEW HICKS

About

Matthew is a Financial Adviser at Ethinvest – an independently owned investment advisory practice that has been operating since 1989. At Ethinvest our focus is the construction and management of direct investment portfolios on behalf of individuals, self-managed superannuation funds, charities and not-for-profit organisations. Each portfolio is uniquely designed around the client’s needs and objectives and ethical screening preferences. Direct share ownership provides a very cost-effective way to invest. Our portfolio management service is provided in the context of a comprehensive financial plan, that addresses the overall structure of our client’s financial affairs, and where risk management and estate planning matters are all covered where necessary.

 

Contact Information

Contact: Matthew Hicks

Email: m.hicks@ethinvest.com.au

Phone: 02 9413 9558

Website: www.ethinvest.com.au

Address: Suite 8, 1 Sands St, Tweed Heads, NSW 2485

RI Cert Logo

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

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