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Michael Harwood

Financial Adviser

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Certified

Michael Harwood

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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Michael believes in the long term—both in the partnerships he builds as well as the strategic thinking he applies. With over 23 years experience across various financial planning roles, including at Macquarie Bank and Plan B Wealth Management, his focus centres on helping his clients and families get organised and de-stressed, creating long-term, considered and straightforward strategies. Michael is also highly passionate and expert in the field of ethical investing, bringing this focus to clients who are committed to making a difference.

Address

Level 15, 111 St Georges Terrace, Perth, WA, AU, 6000

Phone

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Organisation

  • Ethical Wealth Partners

Company number

Services offered

  • Superannuation and retirement planning Investments and managed funds

Certified products

Approved products

  • Dimensional Global Bond Sustainability Trust PIMCO ESG Global Bond Fund Alphinity Sustainable Share Fund Australian Ethical Australian Share Fund BetaShares Australian Sustainability Leaders Dimensional Australian Sustainability Trust Dimensional Global Sustainability Trust Any fund with a "recommended" or higher Lonsec rating (which therefore includes many others)

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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.