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Rhain Williams

Rhain Williams

Authorised representative number: 000410251

Senior Investment Adviser/ Certified Financial Planner

"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 provides holistic financial planning strategy advice to ensure his clients’ overall affairs are structured optimally. Rhain also specialises in establishing, reviewing, and actively managing tailored investment portfolios for medium-to-high net worth individuals and families. Rhain spends considerable time understanding his clients' specific objectives, and ultimately designs tailored and unique investment portfolios for each client. In particular, Rhain aims to achieve the best possible risk-adjusted net investment returns for his clients by paying close attention to the following 4 key areas - asset allocation, underlying investments, tax considerations, and overall fee structure.

Services and Specialties

Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Investment Advice

Qualifications and Professional Affiliations

Margin Lending & Geared Investments
Bachelor of Commerce


Financial Advice Association Australia


Margin Lending
Life Insurance
Financial Planning
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.