AeroLeads people directory · profile
Rieash Khan Email & Phone Number
Head of Strategy and Advice
at
The Planning Room
1 work email found
@clearview.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Strategy and Advice
Location
Greater Sydney Area, Australia
Company size
Who is Rieash Khan? Overview
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Quick answer
Rieash Khan is listed as Head of Strategy and Advice at The Planning Room, a with 4 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at clearview.com.au and a matched LinkedIn profile for Rieash Khan.
Rieash Khan previously worked as Senior Financial Adviser at The Planning Room and Private Client Adviser at Ipac Securities Limited. Rieash Khan holds Certified Financial Planner®, Cfp from Financial Planning Association Of Australia (Fpa).
Company email context
Email format at The Planning Room
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{first}.{last}@clearview.com.au
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AeroLeads found 1 current-domain work email signal for Rieash Khan. Compare company email patterns before reaching out.
Profile bio
About Rieash Khan
I believe that most people will live longer than they think, so there is a possibility that they may run out of money sooner than they expected. Having worked in the financial services industry for over 17 years’, I assist my clients across many areas of financial planning from helping them to pay off their mortgages quicker to assisting them in building sufficient funds for retirement. I aim to provide my clients a realistic view as to what is achievable and what is not. I spend a significant amount of time understanding my client’s situation by analysing their goals, objectives and concerns so that I can implement a robust and tailored strategy that will get them closer to achieving their financial freedom. I provide peace of mind through a comprehensive financial plan and a disciplined, risk-managed approach and access to leading portfolio construction and management capability. I believe in collaborating with other professionals, such as taxation and legal advisers to ensure all aspects of my client’s strategy and structure are correctly integrated.
Listed skills include Investments, Superannuation, Retirement Planning, Risk Management, and 28 others.
Current workplace
Rieash Khan's current company
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The Planning Room
9 roles · 24 years
Rieash Khan work experience
A career timeline built from the work history available for this profile.
Senior Financial Adviser
Current
Jan 2021 - Present
Private Client Adviser
• I design professional goals based financial planning strategies to meet the needs of existing clients and recommend the most appropriate method of implementation• Manage a portfolio of private clients overseeing reviews, research and implementation• Apply complex and detailed financial analysis and modeling of client scenarios• Liaise and collaborate with specialist teams to ensure the timely completion of client-related work and activities • Maintain high level of technical and professional knowledge and keep up to date with current development and trends, including maintaining FPA membership and other memberships as required• I ensure that all advice, initiatives, activities, financial strategies and proposals comply with current legislative and internal operating requirements
Jan 2016 - Aug 2020
Financial Planner
Fifteen Hundred Financial Strategists
• Manage a portfolio of ongoing service clients • Oversee client reviews, research and implementation • Liaise and collaborate with specialist teams to ensure the timely completion of client-related work and activities • Maintain high levels of technical and professional knowledge and keep up to date with current development and trends, including maintaining FPA membership and other memberships as required
Aug 2014 - Dec 2015
Associate Adviser
• Provided comprehensive high touch service and advice to existing and prospective clients• Designed soundly-based professional financial strategies to meet needs of high net worth individuals, trusts and SMSFs• Oversaw client reviews and implementation on behalf of senior advisers• Proposed and implemented client retention, acquisition and growth strategies• Contributed to team profitability through effective delivery of client management and service with a focus on new business and marketing opportunities
2012 - Aug 2014
Senior Paraplanner
• Proposed and developed comprehensive leading edge strategies for high net worth individuals, trusts and SMSFs• Prepared professional high quality tailored Statement of Advice for new and review client situations• Assisted in solving technical problems and issues• Performed complex and detailed financial analysis and modelling of client scenarios with using various entities• Ensured that all advice, initiatives, activities, financial strategies and proposals complied with relevant legislative and internal operating requirements
Nov 2011 - Oct 2012
Paraplanner
• Worked closely with financial advisers/planners to construct high quality customised Statement of Advice documents• Creation of strategies for clients in areas of superannuation , pensions, tax effective investments, Centrelink, age care & more• Provide technical support for advisers, call center and administration staff• Involvement in special projects to develop and update the SoA and RoA advice document templates and wizards• Acting Team Leader
2007 - Nov 2011
Advice Associate
• Educated clients regarding their investments, risk profiles, investment options, redemptions & investment processes• Handled client statement, transactional and administrational queries• Kept up to date with relevant superannuation legislation and maintained in depth knowledge of Super and non-super products• Involvement in special out bound campaigns e.g. 'Top up Super' (Government Co-contributions)• Handled internet client queries
2005 - 2007
~2 yrs
Senior Settlements Officer
• Organised, arranged and completed settlements on home and investment loans• Liaised with clients, brokers, advisers, other banks and the Sydney branch networks to ensure that settlements were completed on time and appropriate documents were received• Attended in-house and external settlements when required• Prepared necessary cheques & files for settlement, arranged for registration and up stamping on mortgages• Educated brokers and network on settlement processes and guidelines
2003 - 2005
~2 yrs
9 education records
Rieash Khan education
Certified Financial Planner®, Cfp
Financial Planning Association Of Australia (Fpa)
Master Of Applied Finance, Financial Planning And Services
Kaplan Professional
Fasea, Financial Adviser Exam
Financial Adviser Standards And Ethics Authority Limited
Ethics And Professionalism In Financial Advice
Graduate Diploma Of Financial Planning, (Financial Planning)
Kaplan Professional
Advanced Diploma Of Financial Planning, Financial Planning
Diploma Of Financial Services Rg 146, (Financial Planning)
Financial Services Institute Of Australasia - Finsia
Certificate Of Margin Lending And Geared Investments
Chifley College
Chifley College
FAQ
Frequently asked questions about Rieash Khan
Quick answers generated from the profile data available on this page.
What company does Rieash Khan work for?
Rieash Khan works for The Planning Room.
What is Rieash Khan's role at The Planning Room?
Rieash Khan is listed as Head of Strategy and Advice at The Planning Room.
What is Rieash Khan's email address?
AeroLeads has found 1 work email signal at @clearview.com.au for Rieash Khan at The Planning Room.
Where is Rieash Khan based?
Rieash Khan is based in Greater Sydney Area, Australia while working with The Planning Room.
What companies has Rieash Khan worked for?
Rieash Khan has worked for The Planning Room, Ipac Securities Limited, Fifteen Hundred Financial Strategists, Centric Wealth Advisers Ltd, and Clearview Wealth Limited.
How can I contact Rieash Khan?
You can use AeroLeads to view verified contact signals for Rieash Khan at The Planning Room, including work email, phone, and LinkedIn data when available.
What schools did Rieash Khan attend?
Rieash Khan holds Certified Financial Planner®, Cfp from Financial Planning Association Of Australia (Fpa).
What skills is Rieash Khan known for?
Rieash Khan is listed with skills including Investments, Superannuation, Retirement Planning, Risk Management, Portfolio Management, Wealth Management, Financial Planning, and Strategic Financial Planning.
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