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Michael Josephson is listed as Senior Financial Adviser at Ethinvest, a company with 20 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows phone signal with area code 142 and a matched LinkedIn profile for Michael Josephson.
Michael Josephson previously worked as Financial Planner & Investment Adviser at Ethical Investment Services and Non Executive Director at Responsible Investment Association Australasia. Michael Josephson holds Advanced Diploma Of Financial Planning, Financial Planning from Kaplan Australia.
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For more than 20 years I have focused my career on helping individuals, families, not-for-profits and charitable foundations achieve their wealth management needs. I have extensive experience that includes strategic financial planning advice, investment and superannuation advice, customised portfolio construction, portfolio management, investment policy development and philanthropy.Today a growing number of individuals, families and organisations are seeking to align their investments with their values while meeting financial goals. There is now a substantial body of evidence that demonstrates this can be achieved without sacrificing investment returns. I am able to draw on my expertise in both mainstream and ethical and sustainable investing to deliver competitive investment returns for my clients. My previous experience as an investment adviser in the US gives me broad insights into the US investment markets as well as emerging trends in sustainable investment, innovation and technology. I have also helped clients successfully navigate the most volatile markets in recent years including the 2001 US dot-com bust, the 2008 Global Financial Crisis and the COVID-19 pandemic. In addition to specialist training in Financial Planning specific to Australia, I hold a Bachelor’s and Master’s Degree from Princeton University in the United States. I have experience in the design and technology sectors and bring strong analytical and problem-solving skills to my work as a financial adviser, as well as a deep passion for innovation and client-focused solutions.The FASEA reforms in Australia have highlighted the need for quality advice in the best interests of clients and community. I am FASEA exam qualified and proud of my contribution to promoting ethical standards for the investment management industry as a previous board member of the Responsible Investment Association of Australasia (RIAA).
Listed skills include Investments, Retirement Planning, Financial Advisory, Investment Strategies, and 20 others.
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A career timeline built from the work history available for this profile.
Melbourne, Victoria, Australia
Specialist advice in the areas of strategic financial planning, investment portfolio construction and management, superannuation, retirement planning, Self-Managed Super Funds, philanthropy and ethical investment. My focus is on understanding both the financial goals and values of my clients including individuals, families, not-for-profit organisations.
Kew (Melbourne, Australia)
Financial advice including strategic financial planning, investment portfolio construction and management, superannuation, retirement planning, Self-Managed Super Funds, personal insurance, and philanthropy. Member of the Investment Committee which approves and monitors investments for use in client portfolios.
Melbourne, Australia
Financial Planner with AMP Horizons, with a focus on superannuation and insurance advice.
Melbourne, Australia
Relationship Manager for select charitable trusts and foundations responsible for providing philanthropic grant making advice, monitoring grant distributions, and reporting on grant outcomes and impacts.
Melbourne, Australia
Research in the area of sustainability and responsible investment, with a focus on ESG (environment, social, and governance) issues related to Australian and Asia-Pacific listed companies.
San Francisco USA
Investment Adviser to not-for-profit Catholic organisations throughout California including healthcare and educational institutions.
Other employees you can reach at ethinvest.com.au. View company contacts for 20 employees →
Julie Georges
Colleague at EthinvestGreater Sydney Area, Australia
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Fathima Sameena Musthafa
Colleague at EthinvestAuburn, New South Wales, Australia, Australia
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Boya Wang
Colleague at EthinvestGreater Sydney Area, Australia
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Elaine Zhang
Colleague at EthinvestSydney, New South Wales, Australia, Australia
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Ravichandran C
Colleague at EthinvestKalyan, Maharashtra, India, India
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Michelle Skittrall
Colleague at EthinvestGreater Sydney Area, Australia
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Fiona Thomas
Colleague at EthinvestGreater Sydney Area, Australia
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Julia Harley
Colleague at EthinvestGreater Sydney Area, Australia
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Matthew Hicks
Colleague at EthinvestPottsville, New South Wales, Australia, Australia
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Vaughan Hain
Colleague at EthinvestGreater Sydney Area, Australia
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Quick answers generated from the profile data available on this page.
Michael Josephson works for Ethinvest.
Michael Josephson is listed as Senior Financial Adviser at Ethinvest.
AeroLeads has found 1 phone signal(s) with area code 142 for Michael Josephson at Ethinvest.
Michael Josephson is based in Greater Melbourne Area, Australia, Australia while working with Ethinvest.
Michael Josephson has worked for Ethinvest, Ethical Investment Services, Responsible Investment Association Australasia, Amp, and Anz Trustees.
Michael Josephson's colleagues at Ethinvest include Julie Georges, Fathima Sameena Musthafa, Boya Wang, Elaine Zhang, and Ravichandran C.
You can use AeroLeads to view verified contact signals for Michael Josephson at Ethinvest, including work email, phone, and LinkedIn data when available.
Michael Josephson holds Advanced Diploma Of Financial Planning, Financial Planning from Kaplan Australia.
Michael Josephson is listed with skills including Investments, Retirement Planning, Financial Advisory, Investment Strategies, Superannuation, Insurance, Philanthropy, and Portfolio Management.
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