I have a strong interest in values based investing. I have a number of academic and scientist clients who challenged me to find investments which match their lifes purpose of protecting the environment and improving the well being of society, and this is where my initial interest came from. As a non-aligned adviser, I can look at the potential options for investment and assess them in respect to my clients preferences. I am excited about responsible investing as I think that it will be the way of the future as our young people are a lot more informed and expect all aspects of their lives to align with their values.

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: Janet Natta

Email: janet@smartmoneyadvice.co.nz

Phone: +64 7957 8190

Website: http://smartmoneyadvice.co.nz

Address: 516 Pickering Rd, RD3 Hamilton, Waikato 3283 New Zealand