Raymond joined RBS Morgans in 2003 and established the Asian Desk in 2005. As the #1 revenue adviser in Sydney office, Raymond accepted the challenge to set up the Macquarie Street office in 2011, providing strategic advice and managing portfolio for high net worth individuals and institutions. Prior to the current position, he worked with Merrill Lynch and HSBC Securities.
Raymond is often invited to provide commentary for Australian leading media such as SBS TV, SBS Radio, Sydney Morning Herald, The Age, Sunday Telegraph, Herald Sun, The Australian, TVB Jade, 2CR Radio Network and CRI Beijing.
Raymond’s successes include:
• Advisory role to a Sovereign Fund, based in Southern China
• A$140 million share portfolio for a Singapore family
• A$100 million asset allocation Advice for Australian shares and properties for a major property developer in Hong Kong
• Share Portfolio Management to a resort island owner in Malaysia and Hordern Properties Group in Sydney.
Mr Chan is a JP, qualified Certified Practising Accountant (CPA) and Certified Financial Planner (CFP), CPA Financial Planning
Specialist (FPS). Mr. Chan holds a master degree in commerce (funds management) with distinction average and bachelor degree in
accounting and finance from the University of New South Wales.
Raymond is a JP, CFP, CPA, CPA (FPS) and Fellow Finsia
ASIC Approved Competencies
• Managed Investments
• Financial Planning
• Derivatives Level 1
• Derivatives Level 2
• Life Insurance
• Margin Lending