Ethical Investment Advisers
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.
Karen is actively involved in all issues related to responsible investment. In 2010, she was appointed a board member for the Responsible Investment Association Australasia (RIAA). She is still a board member. She also sits on the Certification Committee and the Governance Committee for RIAA.
In 2009, Karen McLeod was awarded a place in the ‘Masterclass Top 50’ Honour Roll. The Australian Financial Review's ‘Smart Investor’ magazine conducted the exam.
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).
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