Rhain Williams
CFP® BCom
Senior Wealth Adviser
"I help my clients alleviate uncertainty through listening to their needs, building a tailored financial plan and investment portfolio, and maintaining a close ongoing relationship"
Rhain decided to enter the wealth management industry in 2009 based on a deep passion to help people improve their financial position, and to ultimately improve their lives. Prior to moving to the Sunshine Coast in 2017, Rhain gained extensive experience in financial services in Melbourne, working with some of Australia’s leading wealth management businesses.
Investment Style
Rhain specialises in establishing, reviewing, and actively managing tailored investment portfolios for medium-to-high net worth individuals and families. In addition to active investment portfolio management, Rhain provides holistic financial planning strategy advice to ensure his clients’ overall affairs are structured optimally.
Services and Specialties
Financial Planning
Stockbroking
Self-Managed Super Funds
Retirement and Estate Planning
Investment Advice
Qualifications and Professional Affiliations
Margin Lending & Geared Investments
Bachelor of Commerce
Associations
Financial Advice Association Australia
Competencies
Securities
Margin Lending
Superannuation
Life Insurance
Financial Planning
Generic
Managed Investments
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees.
