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Stuart Barry

Financial Adviser

|

Certified

Stuart Barry

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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Stuart is the Senior Financial Adviser and Principal of Tas Ethical – a highly successful, Hobart based, financial advisory firm. Since 1990 we have been offering advice on ethical investments – we believe that there need be no conflict between investing your money ethically and sound financial returns. We provide you with access to industry-leading knowledge and experience in both financial management and ethical investment. Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets having worked in investment roles for organisations such as ING, Westpac and Queensland Treasury Corporation. His previous senior management roles include as head of both Japan and Korean country operations for ING Investments.

Address

86 Hampden Rd, Battery Point, tasmania, AU, 7004

Phone

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Organisation

  • Tas Ethical

Company number

Services offered

  • Superannuation and retirement planning Managed Investments Insurance

Certified products

Approved products

  • Affirmative Global Bond Fund Altius Sustainable Bond Fund Australian Ethical Balanced Fund Australian Ethical Australian Shares Fund Australian Ethical Australian Shares Fund Wholesale Australian Ethical Fixed Interest Fund Australian Ethical Fixed Interest Fund Wholesale Australian Ethical International shares Fund Australian Ethical Diversified Shares Fund Australian Ethical Diversified Shares Fund Wholesale Australian Ethical Advocacy Fund Australian Ethical Emerging Companies Fund Australian Ethical Emerging Companies Fund Wholesale BNP Paribas Environmental Equity Trust Federation Alternative Investments Pendal Sustainable Australian Fixed Interest Fund Pengana International Ethical Fund Pengana International Ethical Opportunities Fund Pengana WHEB Sustainable Impact Nanuk New World Fund Perpetual Wealth Focus Investment Advantage ethical SRI Perpetual wholesale ethical SRI Stewart Investors Worldwide Sustainability Fund Infradebt Ethical Investment Fund Ethical Investment Mid Cap SMA Australian Ethical Super Balanced (accumulation) Australian Ethical Super Conservative Australian Ethical Super Defensive Australian Ethical Super Growth Australian Ethical Super Advocacy Australian Ethical Super International Shares Australian Ethical Super Smaller Companies Uni Super Global Environmental Opportunities fund Uni Super Sustainable Balanced Christian Super Ethical Balanced Christian Super Ethical High Growth Christian Super MyEthical Super Christian Super Ethical Cash Christian Super Ethical Stable

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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.