MIKE JOSEPHSON

Mike Josephson

About

Mike is a Financial Adviser with Ethical Investment Services. His qualifications include the Diploma of Financial Services (Financial Planning) and a BA and MA from Princeton University in the United States.

 

Mike has been providing investment advice with an ethical overlay since 2003 and is a member of the Responsible Investment Association Australasia. His experience providing ethical investment advice to not-for-profit organisations in California convinced him of the value of incorporating ethics into the investment process.

 

After coming to Australia in 2008 and prior to joining Ethical Investment Services, Mike worked with ANZ Trustees as a member of the Philanthropy Team, and with AMP as a Financial Planner.

 

Mike is passionate about social justice, gender equity, the environment, and visual arts. Originally trained as an architect, he has also lived and studied in Japan.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:

2015

Qualifications:

  • Diploma of Financial Services (Financial Planning)

Financial Adviser Since:

2003

Providing Responsible Investment Advice Since:

2003

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

 

  • Australian Ethical Cash Trust
  • Australian Ethical Fixed Interest Trust
  • Australian Ethical Advocacy Fund
  • Australian Ethical Larger Companies Trust
  • Australian Ethical Smaller Companies Trust
  • Australian Ethical Balanced Trust
  • Australian Ethical International Equities Trust
  • Alphinity WS Socially Responsible Share
  • AMP Capital RIL Australian Shares Fund
  • AMP Capital Sustainable Shares Fund
  • AMP Capital RIL International Share Fund
  • AMP Capital RIL Balanced
  • BT Ethical Share Fund WS
  • BT Sustainable Conservative
  • BT Sustainable Balanced
  • Generation Wholesale Global Share Fund
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Deep Green Trust
  • Hunter Hall Global Equities Trust
  • Hunter Hall Value Growth Trust
  • OnePath Sustainable Investments Australian Share Fund
  • Perpetual Wholesale Ethical SRI
  • Perennial Socially Responsive Shares Trust

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 fund manager, RIAA does not endorse or recommend any particular firm or fund manager 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.

Contact Information

Contact: Mike Josephson

Email: mike@ethicalinvestments.com.au

Phone: 03 9853 0995

Website: www.ethicalinvestments.com.au

Address: 16 Princess Street, Kew VIC 3101