Ethos means showing “moral character” and refers to the core inner beliefs of a person or organisation. Our first consideration is to treat our clients with respect and integrity.
We hold our own licence through the Australian Securities and Investments Commission (ASIC) (AFSL No 287660). We are independently owned and recommend investments based on the sustainability to you the client rather than the requirements of a product manufacturer.
We are experienced in taxation matters and our principal adviser is a qualified accountant and certified Financial planner (CFP) (TM). We offer specialised advice in responsible investing and aged care as well as providing insurance, superannuation and retirement planning advice.
We are conservative in our outlook and through the planning process aim to give you greater structure and control over your financial position so that you can achieve your objectives.
In trusting Ethos Financial Advisers with your financial plans you can be assured of dealing with financial advisers who are committed to long term relationships and long term results.