"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.
Services and specialities
- Financial Planning
- Margin Lending and Gearing Strategies
- Options and Warrants
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
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.
Industry Education & Experience
Qualifications
- Bachelor of Business (Financial Planning), RMIT, 2005
- Graduate Diploma of Applied Finance & Investment, FINSIA, 2008
- Masters of Taxation (Financial Planning), University of NSW, 2015
- SMSF Specialist Adviser™, SMSF Association, 2011
- Ethics and Professional Relationships, QUT, 2020
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
Professional Associations
- SMSF Association of Australia - SMSF Specialist Adviser
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
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.