Karen McLeod

Ethical Investment Advisers Pty Ltd

Platinum
21 Yrs Experience
Red Hill, QLD 4059

Are you seeking a specialist in ethical investment? Karen McLeod can help you. 

Recently Karen McLeod has been featured in 'The Australian' newspaper on matters related to ethical and responsible investment. She is speaking at the Australian Financial Review ESG Summit in 2024.

She has been an Ethical Investment specialist for over 15 years. And has served 10 years on the Responsible Investment Association Australasia Board. 

In 2009, the Australian Financial Review’s ‘Smart Investor’ magazine awarded Karen McLeod a place in their Master Class Top 50 Honour Roll (Australia wide). This achievement is based on her technical expertise.

Karen holds the highest level of accreditation in Australia as a Certified Financial Planner TM (CFP).  She also holds a Bachelor of Business (with Distinction).  She is accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial Adviser.  Karen is a member of the peak industry association in Australia, the Financial Planning Association (FPA), and the Ethical Advisers' Cooperative.

Expertise

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

We charge $330 per hour for an initial Statement of Advice (includes GST). The average fee for an initial Statement of Advice is 10 hours, $3300 (includes GST). We will provide a written fee quote before preparing your Statement of Advice, so that you have peace of mind knowing what the fee will be.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.97
  • Number of reviews 8
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ethical Investment Advisers Pty Ltd

Level 1, 1 Enogerra Terrace
Red Hill, QLD 4059

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ethical Investment Advisers Pty Ltd

AFSL 276544