In this investment webinar, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discussed the many grey areas of ethical investing and how you can do it on your terms.
Agenda:
- Defining Ethics, ASIC Crackdown
- Effect on portfolio performance
- What are the options
- What are the pitfalls
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
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Post by Samuel Kerr
December 29, 2022
December 29, 2022
Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.