Karen McLeod
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). 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