Ethical Investment Adviser Karen McLeod was nominated board member of the Responsible Investment Association Australasia (RIAA) for 2009-2010 and a member of the RIAA Certification Committee.
RIAA Board members are elected each year at the annual general meeting. Ms. McLeod is now the 13th member of the RIAA board that includes:
- Duncan Patterson, president;
- Simeon Michaels, vice president;
- Paul Harding-Davis, treasurer;
- Matthew Moore, secretary and board representative for the Christian Investors Forum;
- Louise O’Halloran, executive director;
- Dr. Rodger Spiller, board representative for New Zealand;
- Board members Greg Chipman, Angus Graham, Francis Grey, Ouafaa Karim, Anne-Maree O’Connor, and Ben Spruzen.
Ms. McLeod, an authorised representative of Ethical Investment Advisers Pty Ltd (AFSL 276544) and a RIAA-certified financial adviser, has 10 years of experience in the investment market scene with a four-year specialisation in responsible investing. She holds a Bachelor of Business (with distinction) from Queensland University of Technology and is a member of the Financial Planning Association of Australia.
Prior to joining Ethical Investment Advisers Pty Ltd (AFSL 276544) in February 2009, Ms. McLeod gained a wealth of experience with traditional financial planning firms Australian Financial Services, Godfrey Pembroke, and Genesys Wealth Advisers. She realised her personal desire to help clients invest successfully without compromising their values by venturing into the responsible investment market.
“Investors are often unsure which ethical investments are right for them. We help investors decide. We discuss both their financial needs and ethical values. Bringing to light the investment areas that clients wish to avoid or support,” Ms. McLeod says. She believes that as an investment adviser, it is her duty to advise which investments are suitable and “give investors the reassurance that they are making informed decisions about their investments.”
In addition to her work in the responsible investment scene, she achieved a place in the ‘Masterclass 2009, Top 50 Honour Roll’ in the Australian Financial Review's “Smart Investor” magazine.
Ms. McLeod specialises in giving personal advice on ethical and sustainable investment choices, strategic advice and advice to UK migrants on UK Pension Transfers. She also provides responsible investment services focusing on superannuation and retirement planning, direct shares, wills and estate planning, and insurance.
About the Responsible Investment Association Australasia
The Responsible Investment Association Australasia (responsibleinvestment.org) is the peak industry body for professionals working in responsible investment in Australia and New Zealand. RIAA is committed to promoting the concept and practice of responsible investment to an increasingly engaged general public, the mainstream investment community, analysts, superannuation trustees, financial advisers, regulators, religious, charitable and other values-based organisations, government and non-government organisations and to the corporate sector.
About Ethical Investment Advisers
Queensland-based Ethical Investment Advisers Pty Ltd (ethicalinvestment.com.au) is an ethically minded and socially conscious financial services firm that specialises in ethical investments and self-managed superannuation funds. With combined experience of 36 years in the Australian investment market, its ethical investing services include strategy and insurance advice, ongoing management and investment portfolio management.
Karen McLeod, Financial Adviser
Ethical Investment Advisers Pty Ltd (AFSL 276544)
Level 1, 189 Oxford Street, Bulimba, Qld 4171
F: +61 7 3399 3237 - E: info[.]ethicalinvestment.com.au.