JP BA AdvDipFS MSocDev
General Manager and Financial Adviser
Fiona joined the Ethinvest team as a Financial Adviser in 2016. In 2019 she took on the additional responsibility of General Manager. She has extensive experience across the financial services industry, including financial advice, superannuation, insurance, funds management and lending with Tyndall Funds Management, Asteron, Macquarie Group and Bendigo and Adelaide Bank. Prior to joining Ethinvest Fiona worked for Community Sector Banking, and was involved in the development and launch of the ‘act’ range of banking products which combined retail banking and crowd funding for social and environmental impact projects.
Fiona is a board member of the Ethical Advisers Cooperative and Australian Impact Investments, has a keen interest in both social justice issues and the environment, and in addition to her finance related qualifications holds a Masters of Social Development. Fiona enjoys her time off with family and friends camping, bushwalking and skiing and loves to cook.
Fiona is supported by Boya Wang (Paraplanner) and Sameena Musthafa (Client Relationship Manager).