Ethinvest

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Quick try with Blair Palese from ethinvest.com.au
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Ethinvest company description

Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice. Since the beginning we have helped individuals, families, and organisations to invest wisely, and to direct financial resources towards building a better society and healthy planet. Ethinvest is owned by our founders and staff and we have always held our own Australian Financial Services Licence. We provide truly independent advice. We currently manage over 800 investments portfolios with $1.2 billion in funds under management. Our clients include over 80 charities, foundations, and not-for-profits, where we play a role in achieving strong financial returns whilst being aligned with their purpose. Ethinvest Pty Ltd ABN 53 003 843 874 AFSL 223718

Key Employees

  • Blair Palese
    Director Of Philanthropy
  • Trevor Thomas
    Managing Director
  • Matthew Moore
    General Manager

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New team members of Ethinvest

Elaine Zhang
Senior Paraplanner
Matthew Hicks
Senior Financial Adviser
Julie Georges
Compliance Manager and Philanthropy Coordinator
Holly Archer
Client Relationship Manager
Karen Nguyen
Client Relationship Manager
Fiona Thomas
Senior Financial Adviser
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