Example tooltip content.

Alison Perrott

Financial Adviser

|

Certified

Alison Perrott

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

Alison is a financial markets expert, senior fixed income specialist and highly qualified portfolio adviser who joined Ord Minnett in 2007 and has over 35 years market experience. Alison is primarily responsible for asset allocation and investment advice to religious organisations as well as the not-for-profit and aged care sectors, with over $1 billion under advice. Alison also consults to a variety of wholesale clients including aged care service providers, superannuation funds, health insurers, family trusts and endowments. Alison holds a Bachelor of Business and a Diploma of Financial Planning. She is also a Certified Financial Planner, Master Stockbroker (MSAFA) and a Graduate of the Australian Institute of Company Directors.

Address

Level 5 100 Pirie Street, Adelaide, SA, AU, 5000

Phone

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

Organisation

  • Ord Minnett

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.