MICHELLE BRISBANE

About

Michelle is a Certified Financial Planner and the CEO at Ethical Investment Services. As well as her CFP studies, Michelle has completed the Diploma of Financial Planning, a Bachelor of Business and a Bachelor of Science. Michelle has been providing financial advice with an ethical overlay since 1999. She is a member of the Financial Planning Association and the Responsible Investment Association Australasia.

 

Prior to her involvement in financial planning, Michelle was a mathematics and science teacher. In her spare time Michelle enjoys playing guitar and performs regularly in her soul blues band.

 

Michelle offers financial planning advice which combines profit with principle. As an owner and staff member at Ethical Investment Services, Michelle has been a catalyst for the growth of ethical funds in Australia through ongoing lobbying of fund managers and networking with industry representatives. Having always been interested in environmental and social issues, Michelle finds that her work at Ethical Investment Services allows her to combine personal philosophies with investment practice.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:

2006

Qualifications:

  • Certified Financial Planner
  • Bachelor of Business (Finance)

Financial Adviser Since:

1999

Providing Responsible Investment Advice Since:

1999

  • 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