David LewisEthical Assets
Ethical Assets is a personal financial services business that assists its clients in accumulating and preserving wealth with the goal of achieving financial independence during their working lives. When recommending investments, we rely on sound fundamentals and disciplined analytical processes and value good judgement over emotion. What sets us apart is that we do this through an ethical and socially responsible lens. This allows our clients to use their investments to not only build wealth, but to also make a positive impact in their community and the environment. Our goal is to align our client’s investments with their personal values so that they are supporting businesses they believe in rather than those that do harm. Our founder, David Lewis has over 30 years of experience in the financial services industry. He holds qualifications in financial planning (AFP) and insurance broking (QPIB) as well as a Bachelor Degree and Diploma of Financial Services (Broking). He has a long and successful history of providing strategic financial advice to small business owners, professionals, major corporations and corporate superannuation funds to help them improve their financial position. David is passionate about investing with a conscience and believes that one does not have to compromise their personal values in order to make profitable investments. Go Back to Find an Adivser |
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© Ethical Advisers' Co-operative Limited 2023
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 presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy
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 presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy