12 Reviews

Karen McLeod

Ethical Investment Advisers Pty Ltd

Platinum

21 Yrs Experience

Red Hill, QLD 4059

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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.

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

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.

5.00 May 2024

We have trusted Karen McLeod for her thoughtful and technical financial advice since we retired from the paid workforce over a decade ago. We are confident in her very well researched knowledge and ideas, appreciate her clear instructions and answers, and enjoy her non-judgemental and friendly demeanour.

5.00 May 2024

Both Luke and Karen have been fabulous to work with. As someone who does not understand the complex world of investing, they make it easy to follow, and I have confidence in their abilities. They provide comprehensive advice on the markets and on where my investments are being used. They are always prompt with all communication and always seem happy to help.

5.00 May 2024

From the start of our ethical investment experience over a decade ago, Karen and Luke of Ethical Investment Advisers have provided solid advice, great communication and excellent service. From development of our risk profiles, through investment suggestions over the years, to handling of our various transaction needs, we have always felt that our SMSF is in good hands. Karen’s keen involvement in the ethical investment industry gives us the confidence that our investments are helping make the world a better place. We can highly recommend Ethical Investment Advisers to new and seasoned investors alike!

5.00 May 2024

Karen and Luke have looked after our self-managed super fund for 9 years, during which time it has consistently grown in value. We all have an interest that our collective wealth only has positive impact on the society and world we live in, which is why we choose to invest ethically. The team at Ethical Investment Advisers are great to work with, always prompt and thorough. I have an engineering background and remain impressed by the attention to detail given to make sure our funds are working for all our futures given the complexity of financial systems. Most of all I feel protected from all the 'greenwash' out there which seeks to take our hard-earned effort and divert the value for the gain of the short sighted.

5.00 May 2024

As a mid 30’s working couple in regional Queensland, we wanted help to invest ethically aiming for early retirement - Karen was an ideal fit and we’ve been working with her since 2010. We appreciate the advice tailored to our risk profiles, understanding through work and family challenges, and ease of interacting remotely. Karen’s active involvement in the ethical investment community, living her values, and enthusiasm for making the world a better place, make her the ideal adviser.