Our origin dates back to 1986 with its foundation as a tax practice which now provides tax, legal financial planning , finance and Self Managed Superannuation Fund advice. We are both tax and financial advice agents with TASA. Our clients vary in age with the dominant category being those over the age of 50.
Personally, I as the only financial planner in the practice provide advice via managed funds mostly and seek to educate clients not only on their financial planning needs but ask they consider their children and grandchildren in so far as their futures are concerned. We do this with a sense of asking them to question the legacy they leave behind for the next generation.
As we have adopted this approach, it is our intention that planners, despite their qualification, place ethics both financial and moral at the forefront of their advice at all times. This we find is a challenge at the moment particularly with younger advisers.
Both myself and my colleague who provides legal advice are also participating in conversation via a climate action group called Climate for Change and are concerned for the environment. Hence this initiative.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:



Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:


Providing Responsible Investment Advice Since:


  • 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: Eric Koelmeyer


Phone: 03 9465 9526

Address: Suite 109, Level 1, 12 Ormond Boulevard BUNDOORA, VIC 3083