Richard Whan

Lighthouse Investment Services

Richard spent over seven years managing direct share portfolios at Ethical Investment Services in Melbourne before making the lifestyle choice of moving to the north coast of NSW in 2007, where he continues to manage sustainable share portfolios for individuals and self managed super funds.

Richard is committed to identifying great businesses with strong ethical foundations. He believes that by selecting companies that have a sustainable business, a clear business strategy and a high degree of management integrity, Lighthouse Investment Services’ clients will continue to experience strong investment returns.

Richard has a Bachelor of Arts and a Graduate Diploma of Applied Finance & Investment and is a Fellow of the Financial Services Institute of Australasia (FINSIA).

CERTIFICATION DETAILS

Certified by RIAA since: 2009

Dealer Group: Meritum Financial Group

Fees and charges structure: Fees for service and commission

Qualifications:

  • Graduate Diploma of Applied Finance & Investment
  • Diploma of Financial Planning, Superannuation

Financial Adviser since: 2000

Offering responsible investment advice since: 2000

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Wills & Estate Planning

Which responsible investment products do you provide advice on?

CONTACT DETAILS

Richard Whan
Lighthouse Investment Services
Meritum Financial Group
PO Box 2116, Byron Bay NSW 2481
Phone: 02 6685 3630
Email: richard@lighthouseinvestments.com.au
Website: www.lighthouseinvestments.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Richard Whan. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: August 2011