“IF EVERYONE IS MOVING FORWARD TOGETHER, THEN SUCCESS TAKES CARE OF ITSELF”

– Henry Ford

OUR STORY

Thabojan Rasiah founded Rasiah Private in 2017 after some 18 years in the financial advice industry. After gaining early experience in small suburban practices, Thabojan sought out the most talented in the industry and was fortunate to have the opportunity to work with one of the best — Kevin Bailey, founder of The Money Managers and now on the Rasiah Private Advisory Board. Thabojan was offered equity partnership after a short time and the business enjoyed significant growth. In 2008, The Money Managers joined some of the best boutique practices in the country in a merger that formed Shadforth Financial Group, which listed on the Australian stock market after a few years. The success of the business attracted the wealth giant,IOOF, to
acquire Shadforth.

The team at Rasiah Private has benefited from exposure to some of the best minds in financial advice, as well as the unique experience of working in and operating a business that has transitioned from a successful boutique practice, through to various mergers and acquisitions and finally a stock-market listing. This experience has enabled a sound understanding of how a true professional services firm should function.

We are a firm owned and controlled by advisers who are able to put clients first without any interference from institutions or banks. Rather than worrying about short-term profits to external shareholders, Rasiah Private can deliver professional, ethical advice that benefits both clients, and the wider community.

  • Listed as a ‘Top 10 Financial Planner in Melbourne’
  • ‘Platinum Rated Adviser’ on Adviser Ratings website
  • Voted in the ‘50 Most Influential Financial Advisers in Australia’ by Financial Standard (2017)
  • Listed in the ‘Top 50 Financial Advisers in Australia’ by Wealth Professional (2012)
  • Ranked in the ‘Top 50 AFR Smart Investor Masterclass for Financial Planning’ by Financial Review (2011)

FOUNDER/ PRINCIPAL ADVISER

THABOJAN RASIAH

ThabojanRasiah is a highly rated financial adviser. Having entered the financial advice profession 18 years ago, he has been recognised as being one of the Top 50 Advisers in Australia by Wealth Professional in 2012 and by the Australian Financial Review’s 2011 Smart Investor Masterclass. Most recently, in 2017 he was recognised as one of the 50 Most Influential Financial Advisers in Australia by Financial Standard.

He appears on 3AW and ABC talk-back radio as a finance expert, writes a column in The Age/Sydney Morning Herald as well having written a monthly finance column for the national senior’s newspaper, Fifty-Plus News.

Thabojan is a Certified Financial Planner (CFP®), the internationally recognised and pre-eminent representation of professional Financial Planners around the world. He continues to serve on various committees at the Financial Planning Association of Australia (FPA) with a particular passion for raising the professionalism and education standards in financial advice. He is also a Fellow of the Financial Services Institute of Australasia (FINSIA).

Prior to founding Rasiah Private Wealth Management, Thabojan worked with a number of boutique financial planning businesses as well as the most highly regarded large financial advice practice in the country for many years. He has therefore, enjoyed the experience of helping clientele from varied backgrounds from young wealth accumulators through to high net worth clients. In particular, Thabojan has developed specialist knowledge in providing advice to Medical Practitioners and Women in Transition.

 

advisory board

KEVIN BAILEY AM

Kevin is one of the most respected leaders in the financial planning sector and has influenced some of the major changes in the profession. His dedication to philanthropy and the community is also well-known and he was deservedly recognised in the 2017 Australia Day Honours.

A Certified Financial Planner practitioner and former director of the Financial Planning Association, Kevin received a Distinguished Service Award in 2002 and was made a Fellow of the FPA in May 2005.

The Federal Government appointed Kevin to the National Advisory Committee on Ageing from 2001-2004.

He has also been a member of the Melbourne chapter of ASIC’s Business Consultative Panel and an expert witness in several legal cases.

Kevin is the author of Your Money Guide and Money Guide 2. He has also presented radio talkback programs for the ABC and 3AW, contributed a weekly finance column for the Herald Sun between 1998 and 2009 and has contributed to several journals and magazines. He has spoken worldwide on financial matters and on business and leadership.

Kevin was the Honorary Consul General for East Timor from independence in 2002 until 2013. He is a director of the Investment Advisory Board of the Sovereign Wealth Fund of East Timor which manages over $10 Billion from their Petroleum Resources. He was a director of Action Aid Australia and remains active in providing aid to East Timor, India and other developing economies through several charitable organisations.

BARRY FRY

Barry is well known in the legal fraternity having been an integral part of the firm Maddocks since 1961 and as a partner for 51 years.

Barry’s vast experience is focussed in private client services, which incorporates will making, estate planning, estate litigation and trusts law. He has handled a large number of ‘family provision’ claims under the new Wills Act and been involved in a number of significant cases in wills, estate and equity matters including several cy-près applications.Barry is a trustee of several perpetual charitable estate trusts and acts for a number of Trustee Companies and charitable organisations.

Barry acts as a LEADR accredited mediator in commercial disputes and is a Law Institute of Victoria Wills and Estates Accredited Specialist.

He is a member of the Law Institute of Victoria, RPA Lawyers Association and the Fellow of the Taxation Institute of Australia. Barry was the senior author of the chapter entitled ‘Appeals’ for the Butterworth’s publication Court Forms, Precedents and Pleadings and has had a number of articles published in insurance journals. He has presented at a number of seminars on estate planning and written several articles on estate related topics for a variety of publications.

KYOUNG WALKER

Kyoung started working in the financial service industry over 25 years ago. Initially her work encompassed the training and ongoing educational support of financial planners in every aspect of the industry. Later on she wrote for the financial media, was a regular guest speaker, conducted public seminars on superannuation changes and provided specialist advice in court cases.

Martin Lane

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JON MOLLER

Jon commenced employment in public practice in 1984, yielding over 33 years’ experience directly in both the Chartered (CA) and Public (CPA) areas of accountancy practice. Jon created the firm, LMP Accountants, in 1995 with his then partner Martin Lane and was a partner there until 2008 at which point they handed over the reins. Jon continues in the LMP business, which is now a team of 17 including 13 accountants. He continues to bring his expertise and experience to all those around him.

Jon’s passion for helping his clients through honest and ethical advice means he looks forward to many more years at the firm. Jon is married with four adult children.

Testimonials

“Thabojan is technically excellent but, as importantly (in my opinion), has a true interest in helping his clients achieve their goals, both financial and lifestyle”

Nancy Peat

FORMER COLLEAGUE
 

 

“An excellent and trusted advisor that has the skill to advise through educating us so that we have clear understanding of the reasons for his advice and approach. We can highly recommend him to anyone in similar circumstances wanting to ensure they plan properly for financial independence and security particularly in the later years of one’s career and life span” 

Paul

MOST TRUSTED ADVISER
Ratings Review

 

 

“Thabojan was extremely considered, objective and open in his approach to offering investment and insurance options. His responsiveness and calm approach made him a pleasure to work with. He was referred by a top-level advisor and he no doubt belongs in that space himself”  

Richard

MOST TRUSTED ADVISER
Ratings Review

 

 

“Thabojan has always displayed a patient and professional approach to firstly helping us to best understand what we holistically really want from our financial resources and then how best to achieve this. He also spends a significant amount of time getting to know us and the real drivers behind our needs and wants” 

Ray

MOST TRUSTED ADVISER
Ratings Review