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Showing 1 - 7 of 7 results for "Unless Financial"

Podcast: Becoming a B Corp - What it takes and why it matters

THE GREENER WAY  |  THURSDAY, 16 APR 2026  |  NEWS
What does it actually mean to become a B Corp, and is it worth the effort? In this episode, UNLESS Financial chief sustainability officer and financial adviser Marissa Theodorou talks us through the journey she and the UNLESS team went through recently ...

Green moves: Macquarie AM, RIAA, U Ethical, UNLESS Financial

ELIZABETH FRY, ANGELIQUE MINAS  |  MONDAY, 22 DEC 2025  |  NEWS
... Alliance in 2021, integrating its benchmarks into a comprehensive SDG database for its investment teams. Lastly, UNLESS Financial has appointed Richie Merzian to its advisory council, completing a recent round of hires. UNLESS Financial recently appointed ...

Green moves: Future Generation Women, Tanarra Social Purpose

ELIZABETH FRY  |  MONDAY, 15 DEC 2025  |  NEWS
... the Future Generation group, which has more than $1.4 billion under management. In yet another appointment at UNLESS Financial, its advisory board continues to expand with the appointment of nature finance specialist Guy Michael Williams. An ecologist ...

Green moves: HSBC, Social Ventures, UNLESS

ELIZABETH FRY  |  MONDAY, 8 DEC 2025  |  NEWS
UNLESS Financial has appointed Francie Doolan (Garretto) to its newly formed advisory council, bringing heavyweight impact investing and systems-change credentials to the organisation. Doolan heads up Small Giants, a family office where she looks after ...

Green moves: Australian Retirement Trust, UNLESS

ELIZABETH FRY  |  MONDAY, 24 NOV 2025  |  NEWS
... the executive who spent 14 years building Australian Ethical Investment into a $8.5 billion fund, has joined UNLESS Financial as investment committee chair. UNLESS welcomed Macri, who brings over 27 years' experience spanning portfolio management ...

Podcast: Building a sustainable portfolio

THE GREENER WAY  |  MONDAY, 14 APR 2025  |  NEWS
... episode of The Greener Way, Michelle Baltazar speaks with Dave Rae, founder and responsible investment advisor at Unless Financial. They discuss common myths about responsible investing, affirming it doesn't sacrifice returns and requires global ...

Green moves: CSIRO, Ethinvest, Social Enterprise Australia

ELIZABETH FRY  |  FRIDAY, 28 MAR 2025  |  NEWS
... development." Ethinvest advisers set up own shop Former Ethinvest financial adviser Justin Medcalf has landed at UNLESS Financial as a co-founder. Medcalf has spent two decades at the forefront of responsible investment and ethical finance - advising ...
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