“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

Thabojan Rasiah is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry.

He entered the financial advice profession 18 years ago, and has been recognised as one of the Top 50 Advisers in Australia by Wealth Professional in 2012 and by the Australian Financial Review’s 2011 Smart Investor Masterclass. He is a platinum-level adviser on the Adviser Ratings site — the highest level possible —

and was listed in the Top 10 Financial Planners in Melbourne. 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, contributes columns in The Age/Sydney Morning Herald and has also written a monthly finance column for the national senior’s newspaper, Fifty-Plus News. You can also find his commentary in the finance sections of The Herald Sun, especially in relation to retirement issues.

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).

Thabojan is also deeply committed to education, holding a Bachelor of Commerce (Honours), Bachelor of Science and a Graduate Diploma of Financial Planning. He is currently studying a Masters of Applied Finance and Investment.

Prior to founding Rasiah Private Wealth Management in 2017, Thabojan worked with a number of boutique financial planning businesses before taking up a role with Shadforth, one of the biggest financial advice practices in the country. This has given him vast experience with clients from all walks of life, 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.

 

 

 

Staff

SIMONE MURRAY

Simone has an extensive background within both the Accounting and Financial Planning industries specialising in medium to high net worth individuals and their related entities.

I believe the combination of both my tax and investment knowledge has enhanced my ability to offer quality advice to my clients over the years.

In September 2017 I made a personal decision to exit my long-term business partnership and take a break and reconsider what I wanted to do with my future. I decided to pursue my passion of traveling and a long-held dream to learn the French language in France. On my visits back to Australia I picked up some contract paraplanning work and contract financial planning positions to keep abreast of the industry.

Peter Lee

Peter is a highly driven individual who is truly passionate about making a difference and taking on new challenges. After leaving an accomplished career in wealth management, he spent the last 4 years fulfilling a dream of his to work in Sport as an employee at Australia’s Football governing body, followed by leading a prominent Football Academy project across Australia.

He believes every role is an opportunity to gain priceless experience, so he returns to Finance with better strategic planning, decision-making, operational & leadership attributes. His background in relationship & stakeholder management spans over 10+ years and this has resulted with a viewpoint to achieve win-win outcomes wherever possible.

Lastly, his personal investment in learning, character & authenticity are equally as important because these qualities allow him to love & enjoy his work. In

RAVNOOR SACHAR

Ravnoor Sachar

In

advisory board

KEVIN BAILEY AM

Kevin is one of the most respected leaders in the financial planning sector and has been a key driver behind some of the major changes in the profession.  His dedication to philanthropy and the community is also well known and he was recognised in the 2017 Australia Day Honours awards.

A certified financial planner 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 to 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, and previously contributed a weekly finance column for The Herald Sun, as well as several journals and magazines.

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 also 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 a partner at the firm for 51 years.

Barry’s vast experience is centred around 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, 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 has written widely on insurance and estate issues for a range of journals and publications and has also presented at a number of seminars on the issue of estate planning.

Martin Lane

Martin commenced employment in public practice in 1974, yielding over 40 years’ experience working  directly in both Chartered and Public (CPA) professional accountancy practices, in a variety of  sized firms, from single partner to a large Chartered Professional Accounting practice.

Martin’s wide experience gained over the years give him a sound basis for quality advising of  SME (Small and Medium Enterprise) business clients, assisting them with business direction and growth. Martin along with Jon Moller commenced

public practice as Lane  Moller Partners (later to become LMP Accountants) in 1994 until 2008, at which time Martin retired as a partner from LMP Accountants after completing a succession plan.  Martin is still working part time in LMP Accountants and managing his  portfolio of SME clients.

 

Martin lived in the Northcote during his  early adult life, later moving to North Ringwood and then building his  family  home in the  neighbouring leafy suburb of North Croydon, wherein he has resided for the past 21 years.  He is married with one son, enjoys the wine offerings of the Yarra Valley, good food, travel, his passions are Gym and 4WD experiences.

He is an active member of  the Footmen Foundation and Charitable Trust, a local charity run by business people to support those in need in the local community.

JON MOLLER

Experienced accountant Jon Moller started out in public practice in 1984, giving him more than 33 years’ experience 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, before handing over the managerial reins in 2008. Jon remains in the LMP business, where he continues to contribute his expertise and experience to the team of 17, including 13 accountants.

Jon has a passion for helping his clients through honest and ethical advice and

looks forward to many more years at the firm. He is married with four adult children.

 

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