Adviser
Tom Robertson Open for new clients
Scott Donoghue Open for new Aged Care clients
Book an Aged Care appointment with Scott here
Stuart Barry Open for Pro Bono Cancer Council referrals or Not For Profit strategic advice only - call or email)
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 past 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
2024 - Australia’s ESG Adviser of the Year
ABC Radio Hobart Finance Contributor
As an adviser Tom deeply values his relationship with his clients, and finds great satisfaction in helping them achieve their life goals. Tom is passionate to help his clients ensure they invest their money in-line with their values and in 2024 Tom was named Australia’s ESG Adviser of the Year. A result of his dedication to providing clients with a portfolio that is uncompromising on ethics and performance.
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 you’ll find Tom either on the Tennis Court, or spending time with his family. He also deeply believes in a sustainable investment model that will allow for our environment to be preserved for future generations and families.
LinkedIn .
Scott donoghue
SENIOR FINANCIAL ADVISER
Dip T(Prim), Grad Dip AppSci, MFinPlan, Exec Master Consulting and Change (Org Psych) INSEAD
Scott Donoghue is an award-winning Financial Planner with over 30 years of experience, specialising in retirement and aged care advice. Since entering the profession in 1994, he co-founded or led successful advice firms in both Victoria and Tasmania. His commitment to client care and technical excellence has seen his firms recognised with National and State awards, and he was named among Australia’s Top 50 Financial Planners.
Known for translating complex financial issues into clear, practical advice for everyday Australians, Scott has been selected as a keynote speaker at conferences, a trusted ABC Radio talkback expert and lecturer at the University of Tasmania. He holds separate academic qualifications in Education, Applied Science, and Financial Planning, the latter a Master’s degree. More recently, he studied overseas at INSEAD and graduated equal Dux with an Executive Master in Change, using organisational psychology. He is also an accredited Family Constellation facilitator.
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.