Financial advisers
A professional financial adviser can help you decide how to invest your money ethically.
Advisers and ethical investment
Some advisers are accredited by the Responsible Investment Association Australasia (RIAA). Others take a particular interest in ethical investment and include the subject when they discuss your personal circumstances.
Ask your adviser what they know about ethical investment.
Advisers and fees
- An adviser may charge a fee or take a commission on products sold to you.
- An adviser can rebate a significant proportion of our contribution fee and those who charge a fee for their advice usually do this.
- 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.
Financial advisers 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 Investment Ltd.
Disclaimer
The Ethical Investment Certification Symbol signifies that the financial adviser offers responsible investment products; has undertaken continuing professional development on responsible investment; and conducts inquiries regarding client concerns about environmental, social, ethical and governance issues. The Symbol also signifies that the financial adviser has adopted strict disclosure practices required under the Responsible Investment Certification Program for the category of Financial Adviser. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (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.1
1 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 that returns are guaranteed.
