Louise Edkins

Ethical Investment Advisers Pty Ltd

Gold
38 Yrs Experience
Red Hill, QLD 4059

Recent reviews

Ethical Investment Advisers Pty Ltd

Level 1, 1 Enogerra Terrace
Red Hill, QLD 4059

At a glance

  • Adviser status Gold
  • Rating 4.55
  • Number of reviews 11
  • First year providing advice 1984
  • Years of experience 38
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Ethical Investment Advisers Pty Ltd

AFSL 276544

4.55
11 Reviews
5
4
3
2
1
4.65
Clear communication
4.30
Knowledge & expertise
4.75
Customer care
4.55
Likely to recommend
Showing reviews 1—10 of 11

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4.75

"Our needs for our self-managed super fund are relatively simple and Louise has consistently given us clear advice based on our agreed parameters. Louise is a good listener and she is able to frame conversations in a way that make it easy for us. Our portfolio performance has consistently reflected the good advice we have had from the beginning of our planning with Terry, and Louise has carried that on for us."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We were referred to Louise when our previous financial advisor cut down his workload on the way to retirement. She manages our SMSF on our behalf and is very proactive in suggesting changes to our investments, setting strategy, buying and selling assets on our behalf and keeping us up to date with the market. She is also great at keeping us up to date with the complex regulatory paperwork that is such a headache. She specialises in ethical investment and has a great understanding of our ethical framework and we discuss issues of ethics along with the pure financial issues, so we feel confident that we are not investing in anything damaging to people or the planet as we save for our retirement."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"a useful and valued relationshlp"

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My wife and I have engaged Louise Edkins to help direct and administer our self managed superannuation fund. Whilst I do keep abreast of the movements and trends in the financial sphere, I find that I don't need to second guess her recommendations. Her advice is always reliable and accessible, her fees are completely transparent and reasonable. Our engagement with Louise currently stands at three years and we have developed a very high level of confidence in her expertise and practice. We are very happy to highly recommend Louise."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Louise has been my financial adviser for well over twenty years. What surprised me the most when I first met Louise, was the broad spectrum of investment of opportunities that Louise put to me. I was not to sure what to expect from an Ethical Investment Adviser, I was half expecting to be buying shares in a mung bean co-op on the outskirts of Hippyville. However that was not the case and I had a full range of options on what to invest in. In all, Louises advise has been sound and well explained I strongly recommend her to anyone who is looking to put together an investment portfolio . My only regret is that I did not start a lot sooner. Stephen Powley"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have been seeking advice from Louise for almost 30 years now and feel very grateful I was able to find a knowledgeable, ethical socially responsible investment advisor after I first started working. She has helped us invest in socially and ecologically ethical funds that have also provided very good financial outcomes for us. She has been very responsive to different circumstances in our lives and in the financial markets, and considers our family income in a balanced, risk sensitive way. Through this long term ethical strategy, despite on a modest income, our family now feel financially stable as we reach the final phase of our working lives."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Louise has accompanied us on a journey over the past decade to ensure that our retirement money is well invested. She encouraged me to create a superannuation fund for my husband at a time when he had none and it has grown substantially over the years. Louise has a good knowledge of our personal and financial situation and tailors her advice to our advantage. She always responds quickly to any question or problems we might have . We are very happy with her services."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Louise has given excellent advice and help, first with setting up a self managed super fund, and with managing it. She is very helpful with ethical concerns, listens to our requirements and always explains her advice. Although it is not my first concern she has been amazing in making our money grow so that we are now financially very secure."

  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Louise has been my Ethical Investment adviser for more than twenty years. I have full confidence that she is keeping her eye on my assets and am confident of asking for advice if I need it . I am happy to invest ethically and would not consider any other way and am happy that my super fund is giving me a good retirement ."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Louise has been my financial advisor since 2003. She is attentive and explains the options in a clear, no-nonsense way, taking into account my risk appetite and circumstances. I fully trust Louise's knowledge and expertise and that the advice is appropriate to my needs. Moreover, I have sought her advice about socially responsible investments and socially responsible superannuation and am highly pleased that my superannuation has far out-performed traditional superannuation funds!"

  • Superannuation
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2000

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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