Meet the Team


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 has been a Certified Financial Planner from 1989 to 2021, 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.


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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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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© Copyright 2023 Ethical Investment Funds Management Pty Ltd ABN: 66 634 011 724
Ethical Investment Advisers (AFSL 276544) is an Australian Financial Services Licensee.

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


¹ The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.



Ethical Investment Funds Management acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.


The information on this website has been provided for general information purposes and must not be construed as investment or professional advice. Ethical Investment Funds Management suggests you consider obtaining professional advice before making any investment decisions.


Please refer to the Product Disclosure Statement (PDS) before making any investment decisions. Past performance is not necessarily indicative of future returns.


Head Office: 1 Enoggera Terrace, Red Hill QLD 4059  ABN: 26 108 175 819

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