DAVID LEWIS

About

Ethical Assets is a personal financial services business that assists its clients in accumulating and preserving wealth with the goal of achieving financial independence during their working lives. When recommending investments, we rely on sound fundamentals and disciplined analytical processes and value good judgement over emotion.

 

What sets us apart is that we do this through an ethical and socially responsible lens. This allows our clients to use their investments to not only build wealth, but to also make a positive impact in their community and the environment. Our goal is to align our client’s investments with their personal values so that they are supporting businesses they believe in rather than those that do harm.

 

Our founder, David Lewis has over 30 years of experience in the financial services industry. He holds qualifications in financial planning (AFP) and insurance broking (QPIB) as well as a Bachelor Degree and Diploma of Financial Services (Broking). He has a long and successful history of providing strategic financial advice to small business owners, professionals, major corporations and corporate superannuation funds to help them improve their financial position. David is passionate about investing with a conscience and believes that one does not have to compromise their personal values in order to make profitable investments.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: David Lewis

Email: d.lewis@ethicalassets.com.au

Phone: 0403 614 840

Website:  http://www.ethicalassets.com.au

Address: Level 2, 101 William Street, Darlinghurst, NSW 2010