“By combining investment integrity with sound financial returns, we operate for the long term prosperity of our clients, our company, the environment and the global community”
EIS Mission Statement
Investment Research Analyst
Authorised Representative of Ethical Investment Services Pty Ltd
Claudia joins EIS as an Investment Analyst. She oversees the research process and monitoring of stocks and managed funds. Claudia’s analysis is integral to the construction of the EIS model portfolios. Claudia comes with over 20 years’ experience working in various roles within the financial services industry including investment research, product development and account management. Claudia is the secretary and treasurer of Ethical Advisers Co-op, whose aim is to bring together like minded investment professionals to promote and create ethical investment solutions. She has a Bachelor of Commerce and a Diploma of Financial Planning.
Claudia’s favourite investment quote to date is “Someone is sitting in the shade today because someone planted a tree a long time ago.”