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Ethinvest

5.0(1 reviews)See reviews ↓·Sydney

About the company

Ethinvest was founded in 1989 by father-and-son duo Mac and Ross Knowles. Trevor Thomas joined the firm in 1997. The company is owned by its founders and staff and holds its own Australian Financial Services Licence. It has a team of more than 30 people and works with over a thousand clients, overseeing $1.3 billion in assets.

Ethinvest has offices in Sydney, Melbourne, Canberra, Northern Rivers and Adelaide. It played a key role in kickstarting the Responsible Investment Association Australasia, the Ethical Advisers' Co-op, and Australian Impact Investments.

What customers say

Based on genuine customer reviews

Ethinvest provides financial advice and planning, with a practice based at level 8/1 York St in Sydney and consultations available from 09:00 to 17:00 on weekdays. The single customer review names adviser Katherine Fitch-Daniels, describing her as professional and knowledgeable.

The same reviewer notes that she is easy to talk to, approachable and a lovely person to deal with. The feedback points to an adviser who combines technical understanding with a warm and accessible manner during client conversations. The practice operates in the financial advisers and planners category.

Reviews

Reviews are taken from publicly available sources.

JH
Julie Hausmanns6 December 2024

Katherine Fitch-Daniels I would highly recommend as she is professional,knowledgeable and easy to talk to on top of being a lovely approachable person.

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Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

Contact
+61294139558www.ethinvest.com.aulevel 8/1 York St, Sydney NSW 2000
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed