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.
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.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2003
- Years of experience 19
- Certified Financial Planner (CFP)
Ethical Investment Advisers Pty LtdLevel 1, 1 Enogerra Terrace
Red Hill, QLD 4059
Ethical Investment Advisers Pty Ltd