Trevor Thomas

Ethinvest Pty Ltd

Silver
24 Yrs Experience
Sydney, NSW 2000
B Ec. (Hons) MBA CFP™ Joined Ethinvest in 1997 having previously worked as an economist and financial analyst in Australia and the US, and spent 6 years working in economic development in South America.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 18
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Ethinvest Pty Ltd

Level 8, 1 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ethinvest Pty Ltd

AFSL 223718

4.95
18 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 18

Sort by

4.50

"As a new client of Trevor's, I have been very impressed with his experience and depth of knowledge in the space of ethical, environmentally sustainable investing and impact investing. He has provided me with excellent advice so far and I feel very confident with his advice going forward."

  • Superannuation
  • Complex Investments
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Trevor has always taken time to understand us, our priorities and our needs. He is knowledgable, thorough and shows genuine interest in us, which shows in the tailored and targeted advice he provides. He recently helped us with our budget and provided excellent advice which has allowed us to navigate a difficult financial period, in a way that works for us and our priorities."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Great communicator - gets to the heart of any issues in an accessible way without over simplifying them."

  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel extremely grateful for Trevor's excellent service. He has always been friendly, attentive, respectful, clear, fast, expert and thorough."

  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Trevor is highly responsive, energetic and knowledgeable. I have a high level of confidence in seeking and following his advice."

  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I consider that we are extremely fortunate to have Trevor and his team guiding us in our investments for both our self managed superfund and also our foundation. They are rigorous, thoughtful and extremely responsive to our needs. This are challenging and complex times and it is a great benefit to have such expert and ethically competent advice."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Trevor is an awesome specialist in ethical investment. Over the last 15 years my family and I have had nothing but praise for him and the team at Ethinvest. Of course I'm a bit biased as Trev was technical adviser on my debut book 'Confessions of ethical investing' (2014) and helped in the publicity phase. Regardless I can highly recommend Trevor and Ethinvest to any potential clients who wish to do good (environmentally and socially) while making good (financially)..."

  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was unsure about using an investment adviser but my wife was keen so I went along with it. Trevor and his colleagues rapidly convinced me that they provide an extremely valuable, efficient, trustworthy and friendly service. They also provide information get-togethers which are very valuable. Very reassuringly, Trevor practices personally what he preaches professionally."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very happy with the investment advice and service I have received from Trevor and the team at Ethinvest. I have no hesitation in recommending their service to others."

  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Trevor is intelligent, funny, extremely knowledgeable and thoroughly reliable. He works hard to keep abreast of all that is happening in the Australian and international economies, to ensure that he is well able to advise — and if necessary warn — his clients on both the financial and ethical aspects of his clients' investments."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Economics (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
The University of Sydney (USYD)
Completed
1985

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1998

Master of Business Administration

Level
9 - Masters Degree
Institution
Eastern College Australia
Completed
1991
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