Rhain Williams

Morgans Financial Ltd

Gold
11 Yrs Experience
Alexandra Headland, QLD 4572
Rhain helps retirees alleviate uncertainty through listening to their needs, building a tailored investment plan and maintaining a close ongoing relationship. Rhain decided to enter the financial planning 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 Noosa in 2017, Rhain gained extensive experience in financial services in Melbourne, working with some of Australia’s leading financial planning businesses. 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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fees are fully transparent and are tailored for each client to best suit their circumstances.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Morgans Financial Ltd

Level 1, 126 Alexandra Parade
Alexandra Headland, QLD 4572

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Rhain is extremely knowledgeable, friendly and explains things very well. He was clear and up to date on our needs in many financial areas and he made it easy to understand. Rhain follows up and makes sure your situation is answered. He has very reasonable rates and goes above and beyond to make certain that some stressful situations, turn out positive. Excellent guidance. We highly recommend Rhain."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great advice and very helpfull"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rhain is extremely professional and competent and understands his industry in depth."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rhain provides great service and is very detailed and informative."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rhain has a very friendly and empathetic approach. He was able to assess our existing situation and re-structure to save us $$$ a year in premiums. I would have no difficulty in referring Rhain to friends, family and colleagues."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rhain is a very professional and friendly fellow . Very thorough and trustworthy. I believe in him and know that he will continue to do the best for me. I would highly recommend him to others who feel they need guidance in regard to their investments and superannuation."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great quality advice, documentation and overall service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rhain was great. Prior to dealing with Rhain my general opinion of financial planners wasn't that great. I am naturally sceptical so want to know what kick backs they are getting. Not only did we get advise from Rhain that has initially saved us money and hopefully will continue to in the future. But the kick backs from the bank almost completely covered Rhain's very reasonable costs. Refreshingly amazing."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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