Trevor Thomas

ABOUT

 

Ethinvest is an independently owned investment advisory practice that has been operating since 1989. It was the first financial planning practice in Australia to specialise in creating ethically screened investment portfolios for individual clients and organisations. The focus of our practice 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 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 that risk management and estate planning matters are all covered where necessary.

 

CONTACT INFO

 

Contact: Trevor Thomas

Email: tthomas@ethinvest.com.au

Phone: 02 9413 9558

Website: www.ethinvest.com.au

Address: 11/16-18 Malvern Ave, Chatswood Po Box 692, Chatswood, NSW, 2057

Cert Symbol

 CERTIFICATION DETAILS

Trevor Thomas Certification

Certified by RIAA Since:

2007

 

Dealer Group:

Ethinvest Pty Ltd

 

Qualifications:

  • Certified Financial Planner
  • Bachelor of Economics (Honours)
  • Master of Business

 

Financial Adviser Since:

1998

 

Offering RI Advice Since:

1998

Responsible Investment Services Offered:

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

 

Responsible Investment Products:

  • AMP Capital Responsible Investment Leaders Range
  • AMP Capital Sustainable Share Fund
  • Australian Ethical Balanced Trust
  • Australian Ethical Equities Trust
  • Australian Ethical Larger Companies Trust
  • CVC Sustainable Investments
  • Hunter Hall Australian Value Growth Trust
  • Hunter Hall Value Growth
  • Hunter Hall Australian Value
  • Hunter Hall Global Ethical
  • Impax Environmental Markets 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 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.