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Mark Trahair

Financial Adviser

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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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Mark Trahair is the director Cascade Financial and assists clients in a range of solutions. Helping clients navigate their way through investment choices in the ESG/ethical environment is a passion of Mark's where he aims to empower each individual with the option to make a real change.

Address

104 Gavan Street, Bright, VIC, AU, 3741

Phone

Email

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Organisation

  • Cascade Financial

Company number

Services offered

  • Superannuation and retirement planning Investments/Managed Funds

Certified products

Approved products

  • BetaShares Australian High Interest Cash ETF PIMCO ESG Global Bond Fund VANGUARD ETHICALLY CONSCIOUS GLB AGG BOND INDEX (HEDGED) ET Australian Ethical Fixed Interest WS Pendal Sustainable Aust Fixed Interest Alphinity Sustainable Share Fund Australian Ethical Emerging Companies Fund (Wholesale) Australian Ethical Australian Shares Portfolio (SMA/No min) Australian Ethical Investment Ltd (direct share) Vanguard Ethically Conscious International Shares Index ETF BetaShares Sustainability Leaders ETF Stewart Investors Worldwide Sustainability Fund First Sentier Responsible Listed Infras 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.