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Raymond Chan
JP CFP® CPA(FPS) FellowFin MCom
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
Competencies
Margin Lending
Direct International Equities Trading Adviser
Generic
Managed Investments
FASEA Financial Adviser Exam
Tax (financial) Adviser
ASIC Financial Advisers Register
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.
