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Kai Hansen
Branch Manager, SMSF Specialist Adviser™
I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
Kai is a senior investment advisor and director of the management company operating the Ballina office of Morgans. Kai has over 20 years experience in the Finance industry. Kai advises a broad range of clients including high net wealth individuals, company executives and charitable foundations on a broad range of strategy and investment issues.
Investment Style
Kai specialises in providing comprehensive advice to clients in all areas of strategic financial planning and investments, specialising in self managed superannuation funds, tax effective investment structuring and investments including shares, fixed interest, property, warrants and options.
Services and Specialties
Financial Planning
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Self-Managed Super Funds
Options and Warrants
Personal Insurance
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance & Investment
SMSF Specialist Adviser™
Masters of Taxation (Financial Planning)
Ethics and Professional Relationships
Bachelor of Business (Financial Planning)
Associations
SMSF Association of Australia - SMSF Specialist Adviser
Competencies
Securities
Superannuation
Margin Lending
FASEA Financial Adviser Exam
Managed Investments
Derivatives Level 1
Financial Planning
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Tax (financial) Adviser
Life Insurance
Derivatives Level 2
Derivatives Level 3
Generic
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of salary. As a shareholder of Hansenese Pty Ltd, I may be entitled to a share of profits.
