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

4.75
1 Review
5
4
3
2
1
5.00
Clear communication
4.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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4.75

"Karen is approachable, pleasant and responsive. We feel we have been carefully advised and her suggestions for investments are aligned to our philosophies. We are pleased with the performance and content of our portfolios under her guidance."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Responsible Investment Association Australasia (RIAA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Associate
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