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, 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).
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 fund manager, RIAA does not endorse or recommend any particular firm or superannuation fund 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.