Richard Whan

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).