Rhiannan in her own words

I recall from a young age a strong emphasis placed on the importance of family, education and hard work and am forever grateful for the opportunities that my family worked hard to provide. I excelled at school and was fortunate enough to receive a bursary to study accounting at university.  My uncle, a retired adviser, encouraged me to enrol in a double major studying accounting and financial planning, and here my passion for enriching and enhancing client’s financial wellbeing began.

My career in Finance has spanned some 15 years, including 5 years in business development. This opportunity opened my eyes to the varying levels of client care, service and integrity offered by various advice businesses. My passion remained working directly with the client, to serve them and to provide them with the knowledge and power needed to make smarter financial decisions.

Having begun my own family, I now feel a greater sense of purpose and a strong sense of what success looks like.  My position as Private Wealth Adviser gives me the opportunity to coach my clients through the construction and achievement of their goals, collaborating to navigate the most vulnerable times in their lives. This is my passion and an incredible privilege.

Clients I work with...

I work mostly with professional women guiding them through the process of understanding and articulating their financial and lifestyle goals, and how they can be achieved. My approach in the provision of advice is centered around education and coaching.  Working with my clients in this way provides them with the confidence of knowing what their aspirations are, an awareness of how they are tracking towards achieving them, and an understanding of what their options might be throughout this journey.

I also work with executives at the peak of their professional careers and earnings capability. When dealing with couples with this profile, I initially seek to understand and help them recognise their values and goals, I then examine their cash flow requirements both now and into the future. This process of sophisticated modelling cash flow provides clients with more certainty and confidence that they will achieve their short, medium and long-term goals.

Education and experience

• Bachelor of Business majoring in Financial Planning and Accounting from the University of the Sunshine Coast.
• Certified Financial Planner (CFP) designation and member of the Financial Planning Association of Australia (FPA).
• 15 years industry experience and 10 years at Kilkenny Rose & Associates and Shadforth.

What my clients say

"I would highly recommend Rhiannan as a financial adviser.  She has such an easy going manner and is able to easily break down and explain complex financial matters.  I no longer worry about how to achieve long term financial goals as I have great faith in the financial path that Rhiannan has put me on and I know that she will always be available to discuss and help me analyse any financial issues.  In short, in respect of financial matters, I worry less because of the great relationship and trust I have with and in Rhiannan."

Catrina Willis (client since 2018)