Financial advisers

INFORMATION FOR YOU AND YOUR MANAGED FUNDS CLIENTS

Leader in ethical investing

Australian Ethical has been helping people invest in a better future for over 30 years. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment.

Australian Ethical offers eight managed funds which are subject to our ethical and risk/return assessment. We believe there is no compromise between ethics and performance, we can achieve both – but not at the cost of the planet, people or animals.

Resources at your fingertips

 

Adviser service form

Complete this form to notify us to start or amend an adviser service fee arrangement.

 

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Managed Funds application form (paper)

Complete this form to align your clients’ investments with their values.

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Other useful forms 

Looking for other forms? You can access our PDS, Financial Services Guide, additional investment form and more by following the link below.

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Good Money blog

Get the latest updates on ethical investments and learn more on the positive impact our investments have on planet, people and animals. Visit our Good Money blog now.

renewablesMyth-buster’s guide to renewable energy

With so much misinformation it can be hard to sort fact from fiction. That’s why we’ve agonised through the detail of these claims to produce this myth-buster’s guide to renewable energy.

 

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ethical-futureThe future of investing is ethical

How do you really know if your money is invested in weapons, fossil fuels or slavery? The ethical investing scene can be a bit confusing to the uninitiated, so here’s a basic rundown of the different options that are available.

 

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plasticThe plastic free challenge

We thought we’d try a plastic-free challenge among the staff here at Australian Ethical to reduce our single-plastic waste. It wasn’t easy, but we came to some helpful realisations and made some mind-shifting changes.

 

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Have questions?

I am here to help with your business and your clients. Get in touch by filling out the contact us form below.

I look forward to connecting.

Quyen Dam
Manager Adviser Relationships