Julia Harley
Ethinvest
Julia joined Ethinvest in 2019 and has experience advising high-net-wealth individuals, Family Offices and small institutions, built within boutique Wealth Management businesses and global investment banks over the past 16 years. Julia is passionate about helping people achieve their goals; providing clear strategic advice and aligning clients’ investment strategy to their individual ethical values. Julia holds the Certified Investment Management Analyst (CIMA®) designation and has a keen interest in providing expert portfolio construction to all investors. Julia loves to travel and explore global culture, architecture and art. She has recently reignited her passion for horse riding as a way to see the world. Closer to home, she is a keen ocean swimmer and practices yoga for its wide range of health benefits. Julia is supported by Simon Denham (Paraplanner) and Kiki Hartanto (Client Relationship Manager). Go back to Find an Adviser |
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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.
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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