Raf Meyer
Private Client Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
