Raymond Chan | Private Client Adviser, Sydney | Morgans

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I look to help clients work towards their financial goals through clear, personalised advice across superannuation, retirement planning & portfolio management.

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Trusted advice, proven results.
AR number: 000259387

Twenty five years advising Sydney's high net worth Asian community. Seen on SBS, Sky News & The Australian.

Superannuation Advice

Philanthropic Services

Self-Managed Super Funds

Portfolio Administration

Retirement and Estate Planning

Raymond (陈浩庭) joined Morgans in 2003, became a

top revenue adviser in the main Sydney office in

2010, successfully formed his own office in 2011 &

rejoined the Sydney office in 2017 as Head of Asian

Desk - Retail, servicing high net worth Asian clients.

my approach

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 & Specialties

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

media & insights

Translating complex market movements into clear, timely insights across mainstream and multicultural media.

AI infrastructure investing: four takeaways from Hong Kong for Australian investors

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

Oil prices, interest rates and the ASX reporting season: what investors need to watch in 2026

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

Super condition of release: when can you access your super?

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

Is Australia an Oil Export Country?

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

AI infrastructure investing: four takeaways from Hong Kong for Australian investors

Fresh back from Hong Kong, we unpack AI infrastructure, the Greater Bay Area, rising rates and where ASX opportunities may be emerging after the pullback.

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

Oil prices, interest rates and the ASX reporting season: what investors need to watch in 2026

Morgans' Raymond Chan explains what rising oil prices mean for interest rates, the US dollar and the ASX reporting season on SBS World News.

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

Super condition of release: when can you access your super?

A condition of release, not just your age, unlocks your super. Morgans explains preservation age, TTR and Age Pension age for your retirement.

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

Is Australia an Oil Export Country?

Australia exports crude oil yet imports most of its fuel. Morgans' Raymond Chan explains the oil paradox, energy security and what it means for investors.

Raymond Chan (AR: 000259387)

Private Client Adviser / Head of Asian Desk

contact raymond (陈浩庭)

Whether you're planning for retirement or growing your wealth, I'm here to help you move forward with confidence.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Start the conversation

I look to help clients work towards their financial goals through clear, personalised advice across superannuation, retirement planning & portfolio management.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

*By submitting your email, you understand you are opting-in to receive ongoing communications from Morgans. You understand your email may be used to invite you to attend investment webinars, IPO briefings and other marketing communications and purposes. You can unsubscribe at any time and your email will be removed from our marketing list.

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