Raymond Chan
Industry Experience
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 ASX300. His emphasis is on selecting companies that have a healthy dividend yield and/or strong earnings growth.
Qualifications and Professional Affiliations
- M. Com - Fund Management, UNSW, Australia (1997)
- B. Commerce - Accounting & Finance, UNSW, Australia (1995)
Professional Associations
- Financial Planning Association
- CPA Australia
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