"I help retirees alleviate uncertainty through listening to their needs, building a tailored investment plan and maintaining a close ongoing relationship"
Rhain decided to enter the wealth management industry in 2009 based on a deep passion to help people improve their financial position, and to ultimately improve their lives. Prior to moving to the Sunshine Coast in 2017, Rhain gained extensive experience in financial services in Melbourne, working with some of Australia’s leading wealth management businesses.
Services and specialities
- Retirement and Estate Planning
- Financial Planning
- Self-Managed Super Funds
- Stockbroking
- Investment Advice
Investment Style
Rhain spends considerable time understanding his clients' specific objectives, and ultimately designs tailored and unique investment portfolios for each client. In particular, Rhain aims to achieve the best possible risk-adjusted net investment returns for his clients by paying close attention to the following 4 key areas - asset allocation, underlying investments, tax considerations, and overall fee structure.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Deakin University, 2009
- Margin Lending & Geared Investments, Kaplan, 2011
- CERTIFIED FINANCIAL PLANNER®, FPA, 2013
Professional Associations
- Financial Advice Association Australia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees.