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Julia Harley

Financial Adviser

|

Certified

Julia Harley

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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Julia became a member of Ethinvest's team in 2019, after spending 16 years advising high-net-worth individuals, Family Offices and small institutions in boutique Wealth Management businesses and global investment banks. She is dedicated to helping clients achieve their goals by providing clear strategic advice and aligning their investment strategy with their ethical values. Julia has obtained the Certified Investment Management Analyst (CIMA®) designation and is passionate about providing expert portfolio construction to all investors. Julia is also a board member of the Ethical Advisers’ Co-op. Outside of work, Julia loves to explore global culture, architecture, and art through travel. She recently reignited her passion for horse riding as a way to see the world. Closer to home, she is an avid ocean swimmer and practices yoga for its wide range of health benefits.

Address

Gadigal Country Level 8, 1 York Street, Sydney, NSW, AU, 2000

Phone

Email

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Organisation

  • Ethinvest

Company number

Services offered

  • Investments/managed funds Superannuation and retirement planning Direct shares

Certified products

Approved products

  • BetaShares Aust Sust Leaders (FAIR) BetaShares Global Sust Leaders (ETHI) Aust Ethical Emerging Co Fund Inspire Aust Equities Fund Invest Future Impact Small Co Fund (IMPQ) BetaShares Climate Change Innovation ETF Stewart Worldwisde Sustainability Fund Pengana WHEB Sustainable Impact Fund Partners Group Global Value Fund Fidelity Sustainable Water& Waste Fund iShares Global Healthcare ETF Nanuk New World Fund

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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.