Meet the Team

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Terry Pinnell

Portfolio Manager & Head of Stewardship

Terry has been an ethical investment specialist since 1993 and a charter member of Responsible Investment Association Australasia (RIAA).

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Terry is a Certified Financial Planner, has decades of experience in investment selection and portfolio management, and is currently the Chair of the Ethical Advisers’ Co-Operative. Terry was one of the pioneers of ethical investment during the 1990s.

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Louise Edkins

Head of Investment Team & Head of Engagement

Louise is a Certified Financial Planner, Charter Member of Responsible Investment Association Australasia and has specialised in ethically-screened investments since 1994.

Louise is the head of the Investment Team in charge of providing research for the Ethical Investment portfolios. She is also leads engagement with fund managers and companies on environmental, social and governance issues.

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Luke Price

Portfolio Manager & Head of Research

Luke holds a Bachelor of Business (Finance), a Diploma (Financial Planning), and has a strong background in investment research and portfolio construction since 2009.

Luke is the head of research, compliance and portfolio management. He is an Authorised Representative of Ethical Investment Advisers, and is currently on the board of the Ethical Advisers’ Co-Operative.

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Mark Forstmann

Independent Investment Analyst

Mark has 27 years’ experience in investment markets including equities, currencies and fixed interest. He holds a B.Sc. from Sydney University.

Mark worked at BankAmerica in Sydney, Banque Indosuez in both Sydney and Paris. He was also a director at Hunter Hall International for 15 years.

Mark served on the Board of the Nature Conservation Trust of NSW between 2009 and 2015 and is currently an independent director of Morphic Asset Management.

 

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David Bassanese

Independent Analyst                            BetaShares Chief Economist

David is the Chief economist at BetaShares, responsible for developing economic insights and portfolio construction strategies.

Prior to BetaShares, David was an economic columnist for The Australian Financial Review for over a decade. He graduated with first class honors from the University of Adelaide, and a Master in Public Policy from the J.F. Kennedy School of Government at Harvard University.

 

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Stuart Barry

Investment Team Member

Stuart has a strong background in fixed income investments. Stuart has worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation in various fixed income roles.

In his last role he was in charge of ING’s corporate institutional operations for both South Korea and Japan.

Stuart is also the author of ‘The Rich Greenie’

 

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Hope Evans

Investment Team Member

Hope has been working in the finance industry since 2010 and has a strong passion for sustainable development, fossil fuel divestment and values-based investing.

Hope also does volunteer work with climate change NGOs in her free time.

Hope has completed a Master of Environmental Management (Sustainable Development) and Enhanced Financial Analysis through the Responsible Investment Academy.

 

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Karen McLeod

Investment Team Member

Karen is a Certified Financial Planner and holds a Bachelor of Business and Diploma of Financial Services.

She currently sits on the board of the Responsible Investment Association Australasia (RIAA). Karen has over a decade of specialised experience in ethical investing, portfolio management and investment research.

 

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James Baird

Investment Team Member

James is passionate about investing ethically and helping clients achieve their goals through the financial planning advice process. He has been in the finance industry since 2000.

He has previously worked for CoreRatings, an Ethical Ratings agency which assessed material impacts of Environmental, Social and Governance (ESG) issues on a range of large companies.

His role incorporated dealing with fund managers across Europe, including ABN Amro, Deutsche Bank, & Barclays Global Investor.

 

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Speak to Us

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Ethical Investment Advisers (AFSL 276544) is an Australian Financial Services Licensee.

Ethical Advisers Funds Management Pty Ltd is a Corporate Authorised Representative (001277050) of Ethical Investment Advisers Pty Ltd.

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