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Ethical Advisers’ Co-op 2021 Annual Report

A collective of dedicated advisers and finance professionals, the Ethical Advisers’ Co-op (EAC or ‘the Co-op’) has built an outstanding reputation as a vocal representative on behalf of advisers and investors seeking ethical and responsible investment alternatives. The Co-op currently advises 3,661 clients across Australia and New Zealand, investing more than $2.72 billion funds under management (FUM) in investments that match their clients’ ethical values. Ethical investment specialist advisers are a trusted source of advice for investors, as the range and complexity of ethical investments and products continue to broaden in a maturing investment sector. This report showcases the important efforts the Co-op has made throughout 2021, highlighting the engagement activities, ethical fund ratings, and member events, that are lifting the finance industry and informing more investors.

General Advice Warning

The information in this article and the topics and strategies discussed are of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

If you are seeking financial planning services like ethical investing, retirement planning, to wealth management in Brisbane, book your consultation with us and see how we can help grow your wealth in more ways than one.

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CB Wealth Australian Pty Ltd T/As HH Wealth is a Corporate Authorised Representative (No. 1283595) of Axies Pty Ltd ABN 38 136 704 446 AFSL No 339 384. Chris Holme is an Authorised Representative (No. 1004793) of Axies Pty Ltd ABN 38 136 704 446 AFSL No 339384.

Our Financial Services Guide (FSG) and Adviser Profile contains important information about Insight Investment Services Pty. Ltd., any authorisations and the services we provide. The following link will take you to an electronic copy of the FSG, if you would prefer to receive it another way please contact our office. FSG HERE>