LIGHTHOUSE INVESTMENT SERVICES - Key Persons

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 superannuation and allocated pensions.

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 Financial Planner Member of the Financial Planning Association (FPA) and a member of the Responsible Investment Association Australasia (RIAA). Richard Whan is an authorised representative of Lighthouse Investment Group.