Financial advisers
A professional financial adviser can help you decide how to invest your money ethically.
Certified ethical investment advisers
Some advisers are certified by the Responsible Investment Association Australasia (RIAA).¹ Others take a particular interest in ethical investment and include the subject when they discuss your personal circumstances.
Advisers and fees
An adviser may charge a fee or take a commission from products sold to you.
How much do I have to pay to my adviser?
How much you pay should be set out in the financial services guide or statement of advice that the adviser must give you. The amount is often negotiable. Talk to the adviser before committing yourself.
How will adviser fees impact my investment?
Please refer to our product guides for managed funds or superannuation about the impact of possible adviser fees or commissions on your investment.
Financial advisers are not agents
Australian Ethical does not recommend any particular adviser. None of the individuals or firms on the financial advisers list is an agent or representative of Australian Ethical.
Find an adviser
To find an adviser near you, please select your area of location:
Australian Capital Territory
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Green Associates(Deakin West)
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Barnett Lilley and Associates(Braddon)
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RetireInvest(Canberra)
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Barnett Lilley and Associates(Braddon)
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Greengrove Financial Planning(Canberra)Certified by RIAA
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Bendigo Investment Services Ltd(Canberra)
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Green Associates(Deakin West)
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Dixon Advisory and Superannuation Services(Canberra)
Victoria
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Bendigo Financial Planning(Ballarat)
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Financial Portfolio Designers Pty Ltd(Moorabbin)
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Ethos Financial(Kew)Certified by RIAA
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Engage Financial Services(Balwyn North)Certified by RIAA
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Unified Financial Services(Carlton)
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Financial Services Partners(Melbourne)Certified by RIAA
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Ethical Investment Services Pty Ltd(Kew)Certified by RIAA
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Ethical Investment Services Pty Ltd(Kew)Certified by RIAA
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Overman Shay(Wodonga)
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Lonsdale Financial Group Ltd(Melbourne)
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Bendigo Financial Planners(Bendigo)
New South Wales
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RBS Morgans(Merimbula)
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RetireInvest(Yass)
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Green Equity Management(Surry Hills)Certified by RIAA
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BCU Ltd(Coffs Harbour)
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Avenue Capital Management(West Chatswood)
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Dixon Advisory and Superannuation Services(St Leonards)
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EthInvest Pty Ltd(Chatswood)
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EthInvest Pty Ltd(Chatswood)Certified by RIAA
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Intouch Financial Planning(Murwillumbah)
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Moneylink Financial Planning Pty Ltd(Orange)
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Nixon Drexler Pty Ltd(Forestville)
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Rocco Sinclair Pty Ltd(St Leonards)
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Russell R Farr and Associates(Hornsby)
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Stephen Poucher & Associates Pty Ltd(North Parramatta)
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Direct Advisers Pty Ltd(Port Macquarie)
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4 more Wealth Pty Ltd(Parramatta)
Queensland
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Bell Potter Securities(Toowoomba)
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Ethical Investment Advisers Pty Ltd(Red Hill)Certified by RIAA
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Viridian Wealth Management(Annerley)Certified by RIAA
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Vicary Securities(Ashgrove)Certified by RIAA
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Ethical Investment Advisers Pty Ltd(Bulimba)Certified by RIAA
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Total Portfolio Management Pty Ltd(Brisbane)
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AXA(Nambour)
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RBS Morgans(Brisbane)
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Directed Ethical Investment Pty Ltd(Graceville)
South Australia
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Prescott Securities(Eastwood)
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Freer Parker(Adelaide)
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Savings and Loans Credit Union (SA) Ltd(Adelaide)
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Capstone Financial Planning(Joslin)
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Barker Wealth Management(Dulwich)
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Accord Financial Strategies(Eastwood)Certified by RIAA
Western Australia
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JustInvest Financial Planning Pty Ltd(East Perth)Certified by RIAA
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Patersons Securities Ltd(Albany)
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Hartleys Ltd(Perth)
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Personal Asset Services Pty Ltd(West Perth)
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Securitor Financial Group(West Perth)
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JustInvest Financial Planning Pty Ltd(East Perth)
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Goldschmidt & Co Pty Ltd(Subiaco)
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Greeve and Associates(Geraldton)Certified by RIAA
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Ethical Super(Gelorup)Certified by RIAA
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Ballast Financial Management(North Perth)
Tasmania
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Tas Ethical(North Hobart)Certified by RIAA
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Pinkard Financial Services(Hobart)
New Zealand
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Competitive Financial Systems(Riccarton)
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Integrate Financial Services Ltd(Takapuna)
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Money Matters (NZ) Ltd(Auckland)Certified by RIAA
Northern Territory
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Godfrey Pembroke Ltd(Darwin)
¹Disclaimer
The Responsible Investment Association Australasia (RIAA) Certification Symbol signifies that the financial adviser:
- offers responsible investment products;
- has undertaken continuing professional development on responsible investment;
- conducts inquiries regarding client concerns about environmental, social, ethical and governance issues; and
- has adopted strict disclosure practices required under the Responsible Investment Certification Program for the category of Financial Adviser.
The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends this financial service to any person or guarantees that returns.
The Certification Symbol is a registered trade mark of RIAA. Detailed information about RIAA, the Symbol and the financial adviser can be found at www.responsibleinvestment.org, together with details about other responsible investment products and services certified by RIAA.