Adviser
Stuart Barry (Pro Bono clients only - see booking page)
Tom Robertson Open via waitlist (see booking page)
Anne Quon (closed to new clients)
Stuart Barry
Chief Ethics & Investments Officer
2016 Finalist Money Management Magazine, Financial Adviser of the Year.
Author; The Rich Greenie, financial strategies for living well while savings the planet.
Co- founder 2008 the Ethical Advisers Coop
Regular finance commentator on ABC Radio Hobart
Masters of Business Administration (Finance), Bachelor Business (Accounting), Certified Financial Planner, Certified Member Responsible Investment Association of Australasia.
Combining his 39 years in the finance industry with a deep passion for helping good people and organizations to drive the urgent environmental and societal changes we need, Stuart is a unique mix of experience, skills and passion often lacking in the finance industry.
Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets, having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation. In his last role, he was based in Seoul as Country Manager for both South Korea and Japan, with responsibility for investment staff and operations in both locations.
Stuart initiated, and funded the key manpower for two years, to establish Australia’s first ethical super fund ratings system for consumers - “Leaf Ratings” with fellow Coop advisers voting on the best and worst funds.
He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise, accessing smart investment choices and knowing they have a pro on their side.
To relax, he enjoys his daily cycle commute, being out in Tassie's natural environment and spending time with his family of four children.
In addition to his busy family life and managing our ethical firms, Stuart contributes his time and expertise back to the community. He is a past President of the Tasmanian Land Conservancy (10 years served), current Treasurer for the South Hobart Sustainable Community (13 years to date), past Board member for disability services provider Tas Tex (9 years) and current Board member for the award winning wukalina Walk. He regularly volunteers for other good organisations.
You see Stuart’s CV and background in more detail via his LinkedIn profile - here
You can here a podcast about Stuart’s “Rich Greenie” philosophy for living well - here
Tom Robertson
Masters of Finance, Bachelor of Business, Advanced Diploma of Financial Planning
As an adviser Tom deeply values his relationship with his clients, and finds great satisfaction in helping them achieve their life goals. Tom is a self confessed nerd, and enjoys numbers and spreadsheets and continually learning and expanding his knowledge through study. Tom has undertaken years of education to ensure he has a level of technical knowledge that goes above and beyond for his clients.
With a thirst for learning Tom studied at the University of Tasmania and completed a Bachelor of Business, before undertaking his Masters of Finance with specialties in Investment Analysis and Applied Quantitative Finance. After satisfying his passion for knowledge, he gained invaluable experience providing financial advice to a very broad range of high income and high net worth clients during his time at ANZ Private Bank and Advice.
Tom has a client first approach and truly believes in an advice model that places the clients best interests at the forefront of the conversation. A model that is focused on providing advice that is driven by what is best for his clients.
Outside of work Tom spends time with his family, including his two young sons, and enjoys spending time at the beach with them every chance he gets. He also deeply believes in a sustainable investment model that will allow for our environment to be preserved for future generations and families.
In 2019 Tom was named as an AFA top 10 finalist for Rising Star of the Year.
LinkedIn .
ANNE QUON
TAS ETHICAL SENIOR FINANCIAL ADVISER
Practitioner Member - Association of Financial Advisers, Member Responsible Investment Association of Australasia, Diploma of Financial Planning.
In 2014, after an exhaustive search for a highly experienced financial adviser who appreciates and values ethical investments, Stuart was thrilled to have Anne join the Tas Ethical team. She is part of a small, but growing group of advisers in Australia who "get" that a happy healthy retirement needs not just good returns and advice, but investments supporting a strong community and a functioning environment.
Prior to joining Tas Ethical, Anne had 14 years experience as a small business owner and 9 years as a financial adviser. She and her husband Colin have been involved in the Tasmanian environmental community since the Franklin River Campaign in the 1980's. Anne has the mix of real life experience and financial expertise that gives her the ability to put herself in your shoes and then provide clear, simple and effective strategies set her apart from her peers.
CHRISTINE LONSDALE
TAS ETHICAL CLIENT SERVICES MANAGER
Member - Association of Financial Advisers, Advanced Diploma of Financial Planning, Cert 111 Business Skills
Over Christine's fifteen years with Tas Ethical, her incredible technical expertise, outstanding client service skills and eagle eye for detail helped us win two Vic/Tas business awards as well as our 2015 national excellence in compliance award. Christine excels at writing first class financial plans and sorting out all the complex issues our busy practice throws up.
HELEN DOWNHAM
TAS ETHICAL CLIENT SERVICES
With 26 years’ experience in financial management for small business, Helen brings to the practice a wealth of knowledge and experience to assist us to deliver excellence in client services.