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Melanie Stone

Financial Adviser

|

Certified

Melanie Stone

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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Melanie is committed to helping high-net-worth individuals, families, businesses and not-for-profit organisations achieve their investment goals and secure their financial futures. With a foundation built on years of collaboration with senior investment professionals, Melanie has a proven track record of delivering tailored investment strategies and fostering lasting relationships and is committed to guiding her clients to financial success and security. Melanie holds a Bachelor of Commerce with majors in Economics, Finance and Financial Planning from Deakin University and is a registered Financial Adviser, serving both retail and wholesale clients. As part of Evans and Partners dedicated not-for-profit team, she brings valuable experience in both investment markets and the specialist field of non-profit finance, making her a dedicated partner to achieve growth and impact. Melanie welcomes a conversation to discuss your financial journey and how she can assist you to achieve your goals.

Address

Lvl 7, Mayfair Building 171 Collins Street, Melbourne, Victoria, AU, 3000

Phone

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Organisation

  • Evans & Partners

Company number

Services offered

  • Investments/Manages Funds Direct Shares

Certified products

Approved products

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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.