Raymond Chan
Financial Adviser
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About
Raymond Chan is an ASIC-registered financial adviser dedicated to helping clients in Sydney achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce (Accounting & Finance) and a Master of Commerce (Funds Management) from the University of New South Wales, Raymond combines his extensive knowledge with practical experience to deliver tailored financial solutions. Raymond is a Certified Practising Accountant (CPA) with CPA Australia and holds memberships with FINSIA, the Financial Advice Association of Australia (FAAA), and the SMSF Professionals' Association of Australia. His commitment to ongoing professional development is demonstrated by completing the Margin Lending Accreditation Program and Ethics and Professional Relationships training. Raymond is authorised to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He is passionate about empowering clients to make informed decisions and build a secure financial future. • Superannuation Advice • Wealth Management • Investment Advice • Retirement Planning Ready to take control of your financial future? Contact Raymond today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Raymond Chan offer?
Raymond Chan specialises in superannuation advice, wealth management, and investment strategies, including securities, derivatives, and government debt securities. He provides comprehensive financial planning tailored to your individual needs.
What are Raymond Chan's qualifications and professional memberships?
Raymond Chan holds a Bachelor of Commerce (Accounting & Finance) and a Master of Commerce (Funds Management) from the University of New South Wales. He is a Certified Practising Accountant (CPA) with CPA Australia and a member of FINSIA, the Financial Advice Association of Australia (FAAA), and the SMSF Professionals' Association of Australia.
How does Raymond Chan approach financial planning?
Raymond takes a holistic approach to financial planning, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a personalised strategy to help you achieve your objectives, providing ongoing support and adjustments as needed.
What should I expect during my first consultation with Raymond Chan?
During your initial consultation, Raymond will discuss your financial goals, gather information about your current financial situation, and explain his services in detail. This is an opportunity for you to ask questions and determine if Raymond is the right financial advisor for you.
Can Raymond Chan help me with my superannuation?
Yes, Raymond Chan provides expert advice on superannuation, including contribution strategies, investment options within superannuation, and retirement planning. He can help you optimise your superannuation to achieve your retirement goals.
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