Generic Adviser Female Certified


Ethical Investment Services aims to combine investment integrity with superior financial returns by offering clients investment solutions that match their ethical concerns. We value a sustainable future and operate for the long-term prosperity of our clients, our company, the environment and the global community. Established in 1988, we are an independent company and hold our own Dealer’s Licence from ASIC. As a principal member of the Financial Planning Association, we provide a full range of financial planning services including superannuation advice, wealth accumulation plans, general investment advice, retirement planning, investment via managed funds, direct shares and self managed super.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:



  • Certified Financial Planner
  • Bachelor of Business (Finance)

Financial Adviser Since:


Providing Responsible Investment Advice Since:


  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Loan & Mortgage Advice
  • Financial Planning Strategies


  • Alphinity Socially Responsive Share Fund
  • AMP Captial Sustainable Share Fund
  • AMP Responsible Investment Leaders Range
  • Australian Ethical Balanced Trust
  • Australian Ethical International Equities Trust
  • Australian Ethical Larger Companies Trust
  • BT Sustainable Conservative Fund (previously: BT Wholesale Ethical Conservative Fund)
  • Generation Global Sustainability Fund
  • Hunter Hall Australian Value Trust
  • Hunter Hall Deep Green Fund
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust
  • Investa Diversified Office Trust
  • Perpetual Wholesale Ethical SRI Fund

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: Michelle Brisbane

Email: Michelle Brisbane

Phone: 03 9853 0995

Website: www.ethicalinvestments.com.au

Address: 16 Princess St, Kew VIC 3101