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In this episode of the ifa Show, host Sarah Kendell is joined by award-winning adviser Nathan Fradley of Lime Financial Planning. Nathan, who’s a certified ethical investment adviser, talks about why he decided to get into ESG as a specialisation and what types of clients he finds are most interested in investing their money for good.
Nathan also discusses his work in bringing US ethical research tool Ethos to Australia and how advisers can drill down deeper into the at times superficial ratings that ethical products receive, as well as more actively screening and reporting on the ethical impact of holdings within a client’s portfolio.
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