A city skyline at night with a boat in the water.
Kai Hansen

Kai Hansen

Authorised representative number: 000259279

Branch Manager, SMSF Specialist Adviser™

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.

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.

Services and Specialties

Financial Planning
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Self-Managed Super Funds
Options and Warrants
Personal Insurance

Qualifications and Professional Affiliations

Graduate Diploma of Applied Finance & Investment
SMSF Specialist Adviser™
Masters of Taxation (Financial Planning)
Ethics and Professional Relationships
Bachelor of Business (Financial Planning)


SMSF Association of Australia - SMSF Specialist Adviser


Margin Lending
Managed Investments
Derivatives Level 1
Financial Planning
Life Insurance
Derivatives Level 2
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.