About Ethical Wealth Partners
Ethical Wealth Partners is the natural evolution of over twenty years of experience in financial services. Formed from a desire to provide a bespoke service to our clients, unconnected to any major financial institution, Ethical Wealth Partners (formerly Partnership Wealth Services) was launched in January 2019. Since then, our team has continued to build strong relationships with our clients, expand our service offerings and position ourselves at the forefront of ethical investing in Australia.
Michael Harwood
Director/Financial Adviser
I entered the financial services industry over twenty years ago, working in corporate and banking treasury departments. While I enjoyed the challenge of corporate finance, I wanted a job that was about personal connection. So, in 2004 I entered the financial planning industry. Over the years since then, I’ve had the pleasure of developing many long-lasting relationships with my clients.
Starting my own financial planning practice has let me build a team that is passionate about helping clients achieve their goals and objectives. It’s also allowed me to widen my focus to make a positive impact in the community via the Ethical Wealth Partners Charitable Fund and on the environment through our commitment to sustainable business practices.
More than anything, I enjoy helping families create a long-term plan to take the stress out of building for their future.
Ph: 6214 0266
Ph: 6214 0266
Trevor O’Callaghan
Financial Adviser
I like helping people take control of their money and make sensible decisions. That doesn’t always mean sacrificing their lifestyle or scrimping and saving for the future. It’s satisfying helping our clients with the big, fork-in-the-road decisions and working out a strategy to help them achieve their goals; be it planning for retirement, upgrading their house, starting a family or something completely different.
I enjoy working with a team that is passionate about conscious investing and helping my clients make investment decisions that reflect their personal values.
In my spare time I like to work on my golf handicap and follow a wide-variety of sports including supporting the Eagles in the footy.
Aisling McMahon
Client Services Manager
As an experienced financial planning assistant and client liaison manager, I’m the one who keeps everything and everyone on track. I’m across financial planning, insurance, superannuation, team building, communications and management and take great pride in delivering a high quality, consistent service to our clients. My job is all about client focus. I enjoy building a personal rapport and guiding our clients through the implementation process to help them achieve their goals.
I moved to Australia ten years ago and now call Perth home. Outside of the office, I like reading, going to the gym, hiking and camping, hanging out with my dog and travelling when possible.
Ph: 6214 0266
Ph: 6214 0266
Cordy Moore
Client Services Officer
My role at Ethical Wealth Partners revolves around facilitating seamless operations within the team, through assisting with the implementation of advice and ensuring our clients experience ease and clarity in managing their financial lives.
I have a strong focus on customer service, and take pride in building relationships with clients and understanding their unique needs. By consistently prioritising their satisfaction, I aim to contribute to a sense of trust and reliability that defines our services at Ethical Wealth Partners.
In my time outside the office, I enjoy painting, knitting, practicing music, or any creative endeavors.
The Certification Symbol signifies that Michael Harwood of Ethical Wealth Partners Pty Ltd offers responsible investment products; has undertaken continuing professional development on responsible investment; and conducts inquiries regarding client concerns about environmental, social, governance or ethical issues. The Symbol also signifies that Michael Harwood has adopted strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Financial Adviser. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and Michael Harwood can be found at www.responsiblereturns.com.au, together with details about other responsible investment products and services certified by RIAA. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.