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Karen McLeod

Member of the Ethical Adviser's Co-Op, Adviser at Ethical Investment Advisers
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Karen McLeod is a Certified Financial Planner™ (CFP). She also holds a Bachelor of Business (with Distinction). During her decade spent working at 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.

Professionally, Karen McLeod is a member of the Financial Planning Association (FPA). She is also accredited as a Certified Financial Adviser with Responsible Investment Association Australasia (RIAA).

Why Switch to Ethical Investment?

“There is absolution for clients that switch to ethical investment. They’re frustrated with mainstream researchers, who view ethical investment as restricting in the investment universe, and it is, but in a good way; it’s restricting operations and businesses that are harmful to the environment. The financial success of these businesses is being questioned because of their unethical activities.

Financial markets are also becoming extremely fickle about the companies on the exchange. Loads of information are disclosed daily, which influences the price of stock. It’s very important for a client to have the benefit of someone who understands these risks.

The growth in ethical investment shows how the world is changing: the average investor is now looking for more than just a return. Ethical investment is much more authentic and in-line with my clients values. The fact that it is financially rewarding for clients as well is very important.

For example, some of my clients are very much looking at divesting, not only for ethical reasons, but for the risks fossil fuels pose in a financial portfolio. They are looking to the future, and don’t want to invest in a company that hasn’t or won’t change their views. It’s been very successful for my clients and myself: more than I could have possibly imagined.”

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© Ethical Advisers' Co-operative Limited 2022

​The contents of this website are intended as general advice only.  The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.  The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences. 
 
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns. 
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