
As members of the Ethical Adviser’s Cooperative, we work with our clients to assist them to make financial decisions that match their ethical criteria. We are all Financial Planners who aim to provide financial planning advice at the highest level – with the overlay that we can give our clients added peace of mind about their ethical decisions.
Our members range from new advisers through to advisers who have decades of ethical investment advice experience, and our member firms have a range of business structures. The Co-op isn’t about conformity – it’s about providing economies of scale for specialist ethical advisers.
Expectations of Members
Our members are specialists in the field of ethical investment. To become a member you must be Certified with RIAA (Responsible Investment Association of Australasia). The Ethical Adviser’s Cooperative works with members to provide a forum for those who are willing to:
· Work together to promote the role of ethical investments in client’s portfolios
· Participate in exchanging ideas with other likeminded advisers
· Work with associations such as RIAA to promote Responsible Investment
· Provide feedback to Investment Managers on products and underlying investments
To find out more information about becoming a member, please click on our ‘Contact us’ page, enter your details and one of our Directors will contact you in due course.
Member Benefits
As a member of the Ethical Adviser’s Cooperative you will:
· Benefit from shared initiatives and events (such as National Ethical Investment Week)
· Be offered Member discounts on services
· Be invited to the Co-op Annual conference
· Be invited to high level Co-op meetings with Portfolio Managers, Chief Investment Officers and other Senior Investment staff
Our members range from new advisers through to advisers who have decades of ethical investment advice experience, and our member firms have a range of business structures. The Co-op isn’t about conformity – it’s about providing economies of scale for specialist ethical advisers.
Expectations of Members
Our members are specialists in the field of ethical investment. To become a member you must be Certified with RIAA (Responsible Investment Association of Australasia). The Ethical Adviser’s Cooperative works with members to provide a forum for those who are willing to:
· Work together to promote the role of ethical investments in client’s portfolios
· Participate in exchanging ideas with other likeminded advisers
· Work with associations such as RIAA to promote Responsible Investment
· Provide feedback to Investment Managers on products and underlying investments
To find out more information about becoming a member, please click on our ‘Contact us’ page, enter your details and one of our Directors will contact you in due course.
Member Benefits
As a member of the Ethical Adviser’s Cooperative you will:
· Benefit from shared initiatives and events (such as National Ethical Investment Week)
· Be offered Member discounts on services
· Be invited to the Co-op Annual conference
· Be invited to high level Co-op meetings with Portfolio Managers, Chief Investment Officers and other Senior Investment staff