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Financial advisers list

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.

Australian Capital Territory

Stephen Barnett, Scott Lilley

Barnett Lilley and Associates
27 Torrens Street
Braddon ACT 2612
02 6247 0099
clients@blapl.com.au
www.blapl.com.au

Scott Bellchambers

Bendigo Investment Services Ltd
161 London Circuit
Canberra ACT 2601
02 6290 9712
scott.bellchambers@bendigobank.com.au
www.bendigobank.com.au

Daryl Dixon, Alan Dixon

Dixon Advisory and Superannuation Services
73 Northbourne Avenue
Canberra ACT 2601
1300 883 158
admin@dixon.com.au
www.dixon.com.au

David Meers

Godfrey Pembroke Ltd
Colonial Mutual Building
Level 7, 21 University Avenue
Canberra ACT 2601
02 6249 1555
david_meers@godfreypembroke.com.au
www.godfreypembroke.com.au

Tony Green, Craig Green

Green Associates
AXA Financial Planning Ltd
Unit 3/10 Geils Court
Deakin West ACT 2600
02 6282 5474
tony@greenassociates.com.au
craig@greenassociates.com.au
www.greenassociates.com.au

Peter Bishell

Phase Three Superannuation and Retirement Consultants
Suite F1, Dickson Chambers
Dickson Place
Dickson ACT 2602
02 6262 5777
Peter.bishell@phasethree.com.au
www.phasethree.com.au

Lindsay Walker

RSM Bird Cameron Financal Services Pty Ltd
Level 1, 103–105 Northbourne Avenue
Canberra ACT 2601
02 6247 5988
lindsay.walker@rsmi.com.au
www.rsmi.com.au

New South Wales

Linda Fraser
4 more Wealth Pty Ltd Suite 3, Ground Floor Focus Business Centre 30 Cowper Street Parramatta NSW 2150 1300 308 300 linda@4morewealth.com.au www.4morewealth.com.au

Roger Skitt

ABN AMRO Morgans
Suite 10, 32 Market Street
Merimbula NSW 2548
02 6495 2869
skittr@abnamromorgans.com.au
www.abnamromorgans.com.au

Ian Butler

Avenue Capital Management
Level 5, 2A Greenbank Street
Hurstville NSW 2220
02 9585 9770
ian.butler@avenue.com.au
www.avenue.com.au

Linda Hogan
Avenue Capital Management Suite 906, Level 9 10 Help Street West Chatswood NSW 2067 02 9884 9994 Linda.hogan@avenue.com.au www.avenue.com.au

Tanya Elks

BCU Ltd
6 Park Avenue
Coffs Harbour NSW 2450
02 6653 0471
0417 661 631
telks@bcu.com.au
www.bcu.com.au

David Cartwright
Cartwright Brown & Co 37 North Parade Campsie NSW 2194 02 9718 2235 david@cbc.com.au www.cbc.com.au

Barry Lambert

Count Wealth Accountants
Gold Fields House
Level 19, 1 Alfred Street
Sydney NSW 2000
02 9239 5236
info@count.com.au
www.count.com.au

Peter Rodgers
Direct Advisers Pty Ltd 106 William Street Port Macquarie NSW 2444 02 6583 7588 enquiries@directadvisers.com.au www.directadvisers.com.au

Jon Dickson
Dixon Advisory and Superannuation Services Level 4, 500 Pacific Highway St Leonards NSW 2065 1300 883 158 admin@dixon.com.au www.dixon.com.au

Ross Knowles, Trevor Thomas
EthInvest Pty Ltd PO Box 692 Chatswood NSW 2067 02 9413 9558 rknowles@ethinvest.com.au tthomas@ethinvest.com.au www.ethinvest.com.au

Ian Batten

Intouch Financial Planning
41–43 Commercial Road
Murwillumbah NSW 2484
02 6672 2265
intouch@hillross.com.au
www.intouch.hillross.com.au

Lyle M Davis

Lifespan Financial Planning Pty Ltd
11 Parkes Street
Wentworth Falls NSW 2782
02 4757 3466
advice@lylemdavis.com.au
www.lifespanfp.com.au

Russell Tym

Moneylink Financial Planning Pty Ltd
58 Hill Street
Orange NSW 2800
02 6362 0333
russell.tym@moneylink.com.au

Peter Nixon

Nixon Drexler Pty Ltd
PO Box 213
Forestville NSW 2087
02 9975 5190
petermnixon@optusnet.com.au

Roy Todarello

Rocco Sinclair Pty Ltd
Level 2, 11 Albany Street
St Leonards NSW 2065
02 9438 5155
advice@roccosinclair.com.au
www.roccosinclair.com.au

Stephen Farr
Russell R Farr and Associates Unit 603, 90 George Street Hornsby NSW 2077 02 9987 4077 sfarr@rrfarr.com.au www.rrfarr.com.au

Stephen Poucher

Stephen Poucher & Associates Pty Limited
Suite 3E, Level 3
470 Church Street
North Parramatta NSW 2151
02 9890 4930
spoucher@ros.aunz.com

Victoria

Murray Chambers

Bendigo Financial Planners
GPO Box 480
Bendigo VIC 3552
03 5433 9500
murray.chambers@bendigobank.com.au
www.bendigobank.com.au

Darren Pryor

Bendigo Financial Planning
401 Sturt Street
Ballarat VIC 3350
03 5333 3575
darren.pryor@bendigobank.com.au
www.bendigobank.com.au

John Fletcher

Bendigo Financial Planning
59 Mostyn Street
Castlemaine VIC 3450
03 5472 4666
john.fletcher@bendigoinvest.com.au
www.bendigobank.com.au

Jessica Brunton

Bendigo Financial Planning
Level 5, 120 Harbour Esplanade
Docklands VIC 3008
03 8414 7830
jessica.brunton@bendigobank.com.au
www.bendigobank.com.au

Amanda Hobbs

Carnbrea & Co Ltd
75 Palmerston Crescent
South Melbourne VIC 3205
03 9690 6144
ahobbs@carnbrea.com.au
www.carnbrea.com.au

Michelle Brisbane, Janice Carpenter, Anne-Marie Spagnolo
Ethical Investment Services Pty Ltd 16 Princess Street Kew VIC 3101 03 9853 0995 michelle@ethicalinvestments.com.au janice@ethicalinvestments.com.au annemarie@ethicalinvestments.com.au www.ethicalinvestments.com.au

Jason Placas

Financial Portfolio Designers Pty Ltd
Suite 3B, 2 Central Avenue
Moorabbin VIC 3189
03 9555 3488
ajplacas@corpsuperservices.com.au
www.metzkeallen.com.au/fdp/index.html

John Mansfield

Financial Services Partners
2–6 Glenferrie Road
Malvern VIC 3144
03 9576 2399
jmansfield@fspartners.net.au
www.fspartners.net.au

Don Begbie

Lonsdale Financial Group Ltd
Level 41, 120 Collins Street
Melbourne VIC 3000
03 9916 6300
dbegbie@lonsdale.com.au
www.lonsdale.com.au

Paul Shay

Overman Shay
Towers Chambers
2/175 Lawrence Street
Wodonga VIC 3690
02 6056 6226
pshay@overmanshay.com.au

Peter Wood

Yarra Group Financial Pty Ltd
39 Chute Street
Diamond Creek VIC 3089
03 9438 3322
peter@yarragroup.com.au
www.yarragroup.com.au

Queensland

Steven Wright

ABN AMRO Morgans
Level 29, 123 Eagle Street
Brisbane QLD 4000
07 3334 4888
swright@abnamromorgans.com.au
www.abnamromorgans.com.au

John White

Bell Potter Securities
3 Duggan Street
Toowoomba QLD 4350
07 4638 5988
jwhite@bellpotter.com.au
www.bellpotter.com.au

Terry Pinnell
Directed Ethical Investment Pty Ltd 74 Sandon Street Graceville QLD 4075 07 3278 2279 dei@dei.com.au www.dei.com.au

Paul Ellwood

Ellwood Barry McPherson Pty Ltd
Level 19, 127 Creek Street
Brisbane QLD 4000
07 3832 3600
paul.ellwood@ebm.com.au
www.ebm.com.au

Louise Edkins
Ethical Investment Advisers Pty Ltd 35 Edith Terrace Red Hill QLD 4064 07 3367 3332 louise@ethicalinvestment.com.au www.ethicalinvestment.com.au

Robert Vicary
High Grove Securities Suite 1, Ashwood Hill 35 Greenmont Close Ashgrove QLD 4060 1300 887 655 Robert@highgrove.com.au www.highgrove.com.au

Tracey Ferguson

Suncorp Financial Services Pty Ltd
Lowan House, Lowe Street
Nambour QLD 4560
07 5441 9117
tracey.ferguson@suncorp.com.au
www.suncorp.com.au

Cliff Cole

Tandem Financial Advice
33 Woodstock Road
Toowong QLD 4066
07 3874 3600
cliff.cole@finplan.ucis.com.au
www.tandemadvice.com.au

Robert Thomson

Whittaker Macnaught Pty Ltd
668 Kessens Road
Upper Mount Gravatt QLD 4122
07 3422 2789
bob.thomson@whittakermacnaught.com.au
www.whittakermacnaught.com.au

South Australia

Andrew Gaston

Accord Financial Strategies
206 Greenhill Road
Eastwood SA 5063
08 8271 2688
Andrew.gaston@accordfs.com.au

Peggy Barker

Barker Wealth Management
Level 1, 178 Fullarton Road
Dulwich SA 5065
08 8364 3688
admin@bwmgroup.com.au
www.bwmgroup.com.au

David Fricker

Capstone Financial Planning
261 Payneham Road
Joslin SA 5000
08 8362 5522
dfricker@capstonefinancial.com.au
www.capstonefp.com.au

Chris Guille

Flinders Trustees Ltd
Level 2, 345 King William Street
Adelaide SA 5000
08 8410 6828
cguille@flinderstrustees.com.au
www.flinderstrustees.com.au

David Wiseman

Freer Parker
40 Sturt Street
Adelaide SA 5000
08 8211 7177
david@freerparker.com.au
www.freerparker.com.au

Peter Lewis

Macquarie Day Cutten
Level 2, 50 Grenfell Street
Adelaide SA 5000
08 8203 0240
peter.lewis@macquarie.com

Mark Mackintosh

Prescott Securities
245 Fullarton Road
Eastwood SA 5063
08 8373 1099
mmackintosh@prescottsecurities.com.au
www.prescottsecurities.com.au

Luke Swinburne

Savings and Loans Credit Union (SA) Ltd
GPO Box 463
Adelaide SA 5001
1300 552 602
lswinburne@savingsloans.com.au
www.savingsloans.com.au

Northern Territory

Keith Baseley

Elders Securities Ltd
PO Box 534
Katherine NT 0851
08 8972 2500
keith@elders.com.au
www.elders.com.au

Sue Van Cuylenburg

Godfrey Pembroke Ltd
NT House
Level 8, 22 Mitchell Street
Darwin NT 0801
08 8941 2916
Sue_van_cuylenburg@godfreypembroke.com.au
www.godfreypembroke.com.au

Western Australia

Brian Baynam

Ballast Financial Management
308 Fitzgerald Street
North Perth WA 6006
08 9328 3270
baynam@iinet.net.au
www.ballast.com.au

Paul Meleng

Ethical Super
PO Box 9
Gelorup WA 6230
08 9795 4811
pmeleng@gmail.com
www.ethicalsuper.com.au

Geoff Bowden

Goldschmidt & Co Pty Ltd
Suite 3, 336 Churchill Avenue
Subiaco WA 6904
08 9388 3456
geoff@bowgold.com.au
www.goldschmidt.com.au

Lisa Greeve
Greeve and Associates 12 Anzac Terrace Geraldton WA 6530 08 9964 8119 l.greeve@fpcentre.com.au

Christian Marriott

Hartleys Ltd
Level 6, 141 St Georges Terrace
Perth WA 6001
08 9388 3456
christian_marriott@hartleys.com.au
www.hartleys.com.au

Julianna Baird
JustInvest Financial Planning Pty Ltd 2 Brook Street East Perth WA 6004 08 9325 2299 jules@just-invest.net

James Baird
JustInvest Financial Planning Pty Ltd 2 Brook Street East Perth WA 6004 08 9325 2299 james@just-invest.net

Edward Orzel

Patersons Securities Ltd
Middleton Centre
Level 2, 184 Aberdeen Street
Albany WA 6330
08 9842 4700
Eddy.orzel@patersonssecurities.com.au
www.psl.com.au

Philip Carman

Personal Asset Services Pty Ltd
16/44 Kings Park Rd
West Perth WA 6005
08 9298 9999
philip@paservices.com.au

Richard Press
R Cubed Pty Ltd Suite 2, 163 Canning Highway East Fremantle WA 6158 08 9339 0922 richard.press@genesyswealth.com.au www.genesysadvisers.com.au/rcubed

Kareen Carberry

Securitor Financial Group
PO Box 1713
West Perth WA 6005
08 9384 8848
carberryk@iinet.net.au
www.securitor.com.au

Tasmania

Bill Sharp
Financial Life Planners Pty Ltd 336 Elizabeth Street North Hobart TAS 7000 03 6234 6336 prosper@financiallife.com.au www.financiallife.com.au

Rebecca Fergusson, Dominic Mulcahy, Geoff Wells

Shadforths Ltd
Level 3, 111 Macquarie Street
Hobart TAS 7000
03 6211 1111
rebecca.fergusson@shadforths.com.au
dominic.mulcahy@shadforths.com.au
geoff.wells@shadforths.com.au
www.shadforths.com.au

New Zealand

Michael Malloch

Competitive Financial Systems
PO Box 8243
Riccarton
Christchurch 8440
New Zealand
03 383 8141
mallochsm@xtra.co.nz

David Yates

Intergrate Financial Services
Save and Invest House
Level 4, 15 Huron Street
Takapuna
Auckland 0622
New Zealand
09 915 6454
David.yates@ifs.co.nz
www.ifs.co.nz

Rodger Spiller
Money Matters (NZ) Limited PO Box 250 Shortland Street Auckland NEW ZEALAND 1140 09 366 1672 rodger@moneymatters.co.nz www.moneymatters.co.nz