About Lighthouse Investment Services
Richard spent over seven years managing direct share portfolios and was a part-owner of Ethical Investment Services in Melbourne before making the lifestyle choice of moving to the north coast of NSW. Richard co-founded Lighthouse Investment Services in 2007 and continues to manage sustainable share portfolios for individuals and self managed super funds.
Richard has a Graduate Diploma of Applied Finance & Investment, is a Fellow of the Financial Services Institute of Australasia (FINSIA) and a member of the Responsible Investment Association Australasia (RIAA).
Richard Whan is an authorised representative of Lighthouse Investment Group.
Richard joined the financial services industry in May 1976 and has continued to work throughout north eastern Victoria. He has a Diploma of Financial Services. In 1995 he joined the Financial Planning Association (FPA) and in 2003 became an Affiliate Practicing Member.
Richard has a deep wealth of experience in advising on appropriate financial strategies including margin lending, superannuation and allocated pensions.
Lighthouse Investment Services is an Authorised Representative of Lighthouse Investment Group Pty Ltd