Raymond Chan

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

Philanthropic Services

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Industry Experience

Sectors Covered

Raymond Chan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Master of Commerce (Funds Management)

Bachelor of Commerce (Accounting & Finance)

Ethics and Professional Relationships

TPB Code of Professional Conduct

Associations

Fellow of the Financial Services Institute of Australasia

Financial Advice Association of Australia (FAAA)

SMSF Professionals' Association of Australia

Competencies

Derivatives Level 1

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.