Raf Meyer
Private Client Adviser
I firmly believe that the most valuable guidance arises from advisers who forge genuine connections with their clients, investing the time to grasp their distinct aspirations, goals and concerns. My primary goal is to craft a holistic approach to advice and delivering it with the utmost clarity and transparency
Raf has been in the financial services industry since 2007, primarily in financial planning and long-term wealth management. He has a Diploma and an Advanced Diploma of Financial Planning and Investments. Raf is a highly skilled financial adviser renowned for his proficiency in portfolio management and strategic financial planning. Backed by a track record of success, Raf has earned a reputation for providing personalised solutions that closely match clients specific objectives and financial ambitions.
Investment Style
Raf specialises in designing and overseeing long-term investment portfolios. Through close collaboration with clients, he gains profound insights into their needs and preferences. Raf subsequently formulates tailored strategies that combine high quality blue chip assets with vigilant portfolio management. The outcome result is a well balanced fusion of income generation and sustainable and long-term capital growth.
Services and Specialties
Financial Planning
Wealth Management
Margin Lending and Gearing Strategies
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Self Managed Superannuation Funds
Diploma of Financial Services (Financial Planning)
Margin Lending and Geared Investments
Commercial Law
Tax for Financial Advising
Diploma of Finance and Mortgage Broking Management
FPC002B Ethics and Professionalism in Financial Advice
Advanced Diploma Financial Planning
Associations
No items found.
Competencies
Superannuation
Life Insurance
Margin Lending
Financial Planning
Managed Investments
Generic
Securities
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.
