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Chelsea Traver

Financial Adviser

|

Certified

Chelsea Traver

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.

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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.

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Chelsea has worked in the financial services industry for over 10 years in Seattle, London and Wellington. She has a strong background in investment analysis, specialising in Socially Responsible Investing. As an adviser, she hasworked with individuals, couples, trusts and charities to develop and implement their financial plans. Chelsea also is a CFA® charterholder and has a Bachelor of Business Administration. Chelsea has a particular interest in helping women and new investors learn about investing. She’s a big believer in the importance of putting financial concepts into plain language to give people peace of mind about how their money is being invested.

Address

Level 9, 111 The Terrace Wellington Central, Wellington, Wellington, NZ, 6011

Phone

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Organisation

  • Evergreen Advice

Company number

Services offered

  • Investment/managed funds Kiwisaver and retirement planning Direct shares

Certified products

Approved products

  • Harbour Sustainable NZ Shares Fund Dimensional Australian Sustainability Trust iShares MSCI EM SRI UCITS ETF Dimensional Global Sustainability Trust (NZD) Vanguard Ethically Conscious International Shares Index Harbour NZ Corporate Bond Fund Dimensional Global Bond Sustainability Trust (NZD) Pathfinder Ethical Growth Fund Pathfinder Ethical Trans-Tasman Fund Pathfinder Global Responsibility Fund BetaShares Global Sustainability Leaders ETF BetaShares Climate Change Innovation ETF Harbour Sustainable Impact Fund Kernel Global Clean Energy Kernel Kensho Electric Vehicle Innovation KiwiSaver: Pathfinder Conservative/Balanced/Growth KiwiSaver: Simplicity Conservative/Balanced/Growth

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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.