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Raymond Chan

Raymond Chan

JP CFP® CPA(FPS) FellowFin MCom
Authorised representative number: 000259387

Head of Asian Desk - Retail

Raymond joined Morgans in 2003, became a top revenue adviser in the main Sydney office for 2010, successfully formed his own office in 2011 and re-joined the Sydney office in 2017 as Head of Asian Desk – Retail, servicing high net worth Asian clients.
Raymond provides strategic advice for HNW individuals and institutions and is often invited to provide commentary for leading media e.g. Sky News, The Australian, SBS, TVB, CCTV.

Investment Style

Raymond focuses on creating long-term portfolios from companies within the ASX 300. His emphasis is on selecting companies that have a healthy dividend yield and/or strong earnings growth.

Services and Specialties

Superannuation Advice
Philanthropic Services
Self-Managed Super Funds
Portfolio Administration
Retirement and Estate Planning

Qualifications and Professional Affiliations

TPB Code of Professional Conduct
Master of Commerce (Funds Management)
Ethics and Professional Relationships
Bachelor of Commerce (Accounting & Finance)

Associations

SMSF Professionals' Association of Australia
Fellow of the Financial Services Institute of Australasia
Financial Advice Association of Australia (FAAA)

Competencies

Margin Lending
Generic
Managed Investments
Derivatives Level 1
Financial Planning
Superannuation
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.