Sustainable advice, responsible advisers.
Our team
Director and Chief Investment Officer
Stuart Barry
Masters of Business Administration (Finance), Bachelor Business (Accounting), Certified Financial Planner, Certified Member Responsible Investment Association of Australasia.
2016 Finalist Money Management Magazine, Financial Adviser of the Year
Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets, having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation. In his last role, he was based in Seoul as Country Manager for both South Korea and Japan, with responsibility for investment staff and operations in both locations.
Stuart has a Masters of Business Administration (Finance) and is also one of the few financial advisers around Australia to be certified by the Responsible Investing Association of Australasia for his ethical expertise. Stuart is also a Certified Financial Planner - which is the highest certification that can be awarded to a financial adviser.
He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise, accessing smart investment choices and knowing they have a pro on their side.
To relax, he enjoys his daily cycle commute, being out in Tassie's natural environment and spending time with his family including four young children.
In addition to his busy family life and managing Tas Ethical, Stuart is President of the Tasmanian Land Conservancy, Treasurer for the South Hobart Sustainable Community, Board member for Tas Tex and also a Commissioner on the Tasmanian Liquor and Gaming Commission.
Director and Senior Adviser
Tom Robertson
Masters of Finance, Bachelor of Business, Advanced Diploma of Financial Planning
As an adviser Tom deeply values his relationship with his clients, and finds great satisfaction in helping them achieve their life goals. Tom is a self confessed nerd, and enjoys numbers and spreadsheets and continually learning and expanding his knowledge through study. Tom has undertaken years of education to ensure he has a level of technical knowledge that goes above and beyond for his clients.
With a thirst for learning Tom studied at the University of Tasmania and completed a Bachelor of Business, before undertaking his Masters of Finance with specialties in Investment Analysis and Applied Quantitative Finance. After satisfying his passion for knowledge, he gained invaluable experience providing financial advice to a very broad range of high income and high net worth clients during his time at ANZ Private Bank and Advice.
Tom has a client first approach and truly believes in an advice model that places the clients best interests at the forefront of the conversation. A model that is focused on providing advice that is driven by what is best for his clients.
Outside of work Tom spends time with his family, including his two young sons, and enjoys spending time at the beach with them every chance he gets. He also deeply believes in a sustainable investment model that will allow for our environment to be preserved for future generations and families.
In 2019 Tom was named as an AFA top 10 finalist for Rising Star of the Year.