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