Luke Price: Separately Managed Accounts & Fossil Free Investment

Luke Price

Member of Ethical Advisers Co-op Australia & Ethical Investment Advisers​

Luke Price has worked in the financial services industry since 2009 and has a background in investment research and portfolio construction.

​He has completed a Diploma in Financial Services and a Bachelor of Business (Finance). Luke has over 7 years of experience in equities market research and trading

Paul Benson: Responsible investment becoming mainstream

Paul Benson

Member of Ethical Advisers Co-op Australia & Practice Principle ​of Guidance Financial Services​​

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​Paul Benson is the Practice Principal of Guidance Financial Services, a financial planning practice based in Essendon in Victoria. Paul holds a Bachelor of Business in Economics & Finance, is a Certified Financial Planner, a SPAA accredited Self-Managed Super Fund Specialist, and member of the Responsible Investment Association of Australasia.

“In the past, financial planners would ask prospective clients about their attitude to risk, what they earn, what they owe, and hopefully what they would like to achieve in the future. Whilst this is a good start, I believe we need to dig deeper to understand a client’s ethical viewpoint, and tailor their consequent investment strategy with these considerations front and centre.”

James Baird: What is divestment?

James Baird

Member of the Ethical Adviser’s Co-Op, Adviser at JustInvest​

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James Baird is a director of JustInvest Financial Planning Pty Ltd, a financial planning group that specialises in giving advice to ethical investors. JustInvest is a family business, established in 1967, with two offices – Perth and Dunsborough. JustInvest’s core belief is that investors don’t have to compromise their ethics when investing, and that all Australians should be able to invest in line with their values.

James has been in the Financial Planning industry since 2000. Having completed a Bachelor of Commerce (UWA), MBA (UWA GSM) and Foundation Diploma of Financial Services (Deakin), He is also accredited as a Certified Financial Adviser with Responsible Investment Association Australasia (RIAA).

Karen McLeod: Why Switch to Ethical Investment?

Karen McLeod

Member of the Ethical Adviser’s Co-Op, Adviser at Ethical Investment Advisers​

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Karen McLeod is a Certified Financial Planner™ (CFP). She also holds a Bachelor of Business (with Distinction). During her decade spent working at traditional financial planning firms: Australian Financial Services, Godfrey Pembroke and Genesys Wealth Advisers, she realised her personal desire to help clients invest successfully without compromising their values.

Professionally, Karen McLeod is a member of the Financial Planning Association (FPA). She is also accredited as a Certified Financial Adviser with Responsible Investment Association Australasia (RIAA).

Louise Edkins: Why Should I Divest?

Louise Edkins​

Member of the Ethical Adviser’s Co-Op, Adviser at Ethical Investment Advisers​​​​​

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Louise Edkins CFP™ is a joint director of Ethical Investment Advisers Pty Ltd, a financial planning group that specialises in giving advice to ethical investors. She is a member of the Financial Planning Association and a Certified Financial Planner™ (CFP). Louise is a member and certified by the Responsible Investment Association of Australasia (RIAA).

Louise started her career as a money market dealer at Macquarie Bank in 1984, a client adviser with CS First Boston Australian Equities and a Securities Risk Reporting Analyst at Natwest Markets in London. Having worked in financial markets and broking firms through the eighties, Louise felt there was more to life than “greed is good” and has advised clients solely on ethical investment since 1994.

Matthew Hicks: What are Impact Investments?

Matthew Hicks​

Board Member of the Ethical Advisers Co-Op, Adviser at Ethinvest​​​​​

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Matthew is a Financial Adviser at Ethinvest – an independently owned investment advisory practice that has been operating since 1989. Matt’s focus is the construction and management of direct investment portfolios on behalf of individuals, self-managed superannuation funds, charities and not-for-profit organisations.

Ethinvest’s portfolio management service is provided in the context of a comprehensive financial plan, that addresses the overall structure of our client’s financial affairs, and where risk management and estate planning matters are all covered where necessary.

Dr Mark Stafford Smith: Impact of Climate Change on Our Future Economy

Dr Mark Stafford Smith

Chief Coordinating Scientist – Adaptation​​​​

Dr Mark Stafford Smith is based in Canberra, Australia, and helps to coordinate Adaptation Research across CSIRO. He interacts regularly with national and international policy issues around adaptation. Since 2013 he has been Chair of the inaugural Science Committee for Future Earth, which aims to help coordinate research towards global sustainability worldwide. By background, he lived in Alice Springs for 20 years and, as a desert systems ecologist and past CEO of the Desert Knowledge Cooperative Research Centre (CRC), focused on the science of desert living and sustainable management of outback environments.

Professor Kingsley Faulkner: Cigarettes, asbestos, now fossil fuels. How big business impacts public health

Professor Kingsley Faulkner

Chair – Doctors for the Environment Australia (DEA)​​

Professor Kingsley Faulkner was President of the Royal Australasian College of Surgeons 2001-2003; Head of General Surgery, Sir Charles Gairdner Hospital; Head of General Surgery, St John of Gold Health Care Clinic, Subiaco and Clinical Professor within the Department of Surgery of the University of Western Australia. He is a Professor within the School of Medicine, Fremantle of the University of Notre Dame Australia. He was formerly Chairman, Australian Council on Smoking and Health. He is committed to address the major challenges of environmental degradation and its many consequences.

Dr. Bronwyn King: Can I make a difference?

Dr. Bronwyn King

Radiation Oncologist and CEO of Tobacco Free Portfolios​​​
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Dr King founded Tobacco Free Portfolios in 2010, after realising health professionals were inadvertently investing in tobacco companies – manufacturers of the very products responsible for the serious, life-threatening illnesses suffered by her patients. Since then, she has convinced 32 super funds to divest over $1.3 billion in tobacco company investments.

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As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.

The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.

The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co- operative does not constitute financial advice. The information is general in nature and is presented in order to inform people motivated by ethical, environmental or social concerns.

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