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Monique Gourlay

Financial Adviser

|

Certified

Monique Gourlay

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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Monique specialises in advising individuals, families, and not-for-profit organisations. She works with each client individually to design investment strategies and construct portfolios to ensure their specific investment objectives are met. With more than 25 years’ experience in financial markets, Monique enjoys helping clients navigate all aspects of their investments, enabling them to achieve their version of economic empowerment. Monique holds a Bachelor of Commerce degree with Honours in Economics from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and has successfully completed the FASEA Financial Adviser Exam in September 2020. Monique is a Fellow of the Financial Services Institute of Australia (FINSIA) and a proud member of the Melbourne Women’s Foundation, a giving circle dedicated to supporting not-for-profit organisations focused on improving the lives of women and their families in Melbourne.

Address

Level 9, 171 Collins Street, Melbourne, VIC, AU, 3000

Phone

Mobile

Email

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Organisation

  • Evans and Partners

Company number

Services offered

  • Investments/managed funds Direct Shares

Certified products

Approved 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.