In this adviser panel, meet the ESG champions who have successfully adopted strategies for their clients and advice practices. Discover their journey and learn how they have navigated conversations, overcome common pitfalls and delivered value to their clients through responsible investment.
Financial Adviser & Partner, Koda Capital
Partner, Investment Adviser, Crestone Wealth Management
| Association | CPD Hours | ASIC Knowledge Requirements | FASEA CPD Areas | Accreditation Number |
| FPA | 0.25 | Financial Planning (0.25 hour) | Client care and practice (0.25 hour) | |
| AIOFP | 0.33 | Managed Funds | Technical Competence | AFPA21TC2021005 |
| IPA | 0.33 | |||
| AFA | 0.33 | Client Care & Practice | AFA2021-0003 |
