The Financial Planning Association of Australia The Financial Planning Association of Australia

Richard Whan, AFP®


Name Richard Whan AFP®
Company Lighthouse Investment Services
Address 48 Redgum Place
Suffolk Park, NSW 2481
Mobile 0409 254 270
Website www.lighthouseinvestments.com.au

Richard Whan 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 is committed to identifying great businesses with strong ethical foundations. He believes that by selecting companies that have a sustainable business, a clear business strategy and a high degree of management integrity, Lighthouse Investment Services’ clients will continue to experience strong investment returns.

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