Karen McLeod

Ethical Investment Advisers Pty Ltd

Gold
19 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 has been an Ethical Investment specialist for over a decade. And has served 8 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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ethical Investment Advisers Pty Ltd

Level 1, 1 Enogerra Terrace
Red Hill, QLD 4059

Licensed by

Ethical Investment Advisers Pty Ltd

AFSL 276544