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Kathryn Fitch-Daniels

Financial Adviser

|

Certified

Kathryn Fitch-Daniels

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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Kathryn is a RIAA Certified Responsible Investment Adviser with almost 20 years of experience in the financial planning industry. She joined Ethinvest in 2021 and has been a Certified Financial Planner since 2013. Throughout her financial planning career exclusively in boutique practices, Kathryn has always worked in the comprehensive advice space, with extensive experience managing SMSFs & other entities as well as a wide range of strategies for individuals. She is passionate about clients achieving their financial goals through ethically constructed portfolios so that they can build wealth that also aligns with their values. Kathryn has a Bachelor of Commerce and completed post-graduate studies in 2021 where she was awarded the WSU Dean's Medal for the Graduate Diploma of Financial Planning. She is a member of RIAA as well as the Financial Advice Association Australia. In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.

Address

Gadigal Country L8, 1 York St, Sydney, NSW, AU, 2000

Phone

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Organisation

  • Ethinvest

Company number

Services offered

  • Superannuation and Retirement Planning Managed Funds Direct Shares

Certified products

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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.