About Me

Karen McLeod is passionate about providing an experience that caters for a client's individual preferences. That's why she offers ethical, environmental and sustainable investment options to suit each client's values. Karen McLeod is a Certified Financial Adviser of the Responsible Investment Association Australasia. She is also a Certified Financial Adviser of the Financial Planning Association of Australia. Karen is an active steward of her client's capital, assisting with engagement, divestment and voting to promote more responsible allocation of capital for the future.