Example tooltip content.

Adam Carey

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

Learn more

Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

Learn more

Adam is a Financial Adviser with Ethical Investment Services. He has a Master’s degree in Financial Planning from Deakin University, specialising in social responsible investment. His thesis evaluated how Australian socially responsible managed funds screen their investments. He now enjoys helping his clients select investments that reflect their personal and ethical values. Prior to his involvement in financial planning, Adam’s career of almost 30 years has spanned investment banking, corporate finance, mergers and acquisitions and water & environmental consultancy. Adam also has an MBA from Melbourne Business School and a science degree from Monash University. He came top of his year in Financial Planning at Deakin. Adam and his partner have seventeen-year-old twins and all are keen travellers. When he is at home he can be found in his beloved organic veggie garden. Adam believes that the way we chose to invest will ultimately shape the world we live in, particularly in regards to addressing the environmental and social impact of the companies we invest in.

Address

16 Princess Street, Kew, VIC, AU, 3101

Phone

Email

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

  • EIS

Company number

Services offered

Certified products

Approved products

Find a Certified
Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.