Ray Kan Location
Sydney, NSW, AU
Ray Kan Work
- 2023 - now Head of Daintree Wealth Advisory @ Daintree Wealth
- 2019 - 2022 Senior Financial Advisor and Head of Investments @ Endorphin Wealth
- 2016 - 2019 Senior Financial Advisor @ Ark Total Wealth
- 2015 - 2016 Financial Advisor @ Cooee Wealth Partners
- 2013 - 2015 Sales and Marketing Manager @ Financial Simplicity
- 2011 - 2013 Head of Research and Technical Services Asia @ Mercer
- 2006 - 2011 Wealth Management Consultant @ Mercer
- 2004 - 2006 Investment Analyst @ Royal Bank of Scotland Business
- 2001 - 2004 MLC Corporate Solutions @ NAB
Ray Kan Education
- Kaplan Professional
SMSF Specialist (Superannuation)
2016 - 2016 - CAIA Association
Chartered Alternative Investment Analyst (CAIA) Level I (Alternative Investments)
2013 - 2014 - FINSIA
Graduate Diploma (Financial Planning)
2006 - 2009
- Securities Institute of Australia (SIA)
Graduate Diploma (Applied Finance)
2000 - 2003
Ray Kan Skills
- Wealth Management
- Investments
- Asset Management
- Investment Strategies
- Investment Advisory
- Portfolio Management
- Financial Planning
- Mutual Funds
- Private Banking
- New Business Development
Ray Kan Summary
Ray Kan, based in Sydney, NSW, AU, is currently a Head of Daintree Wealth Advisory at Daintree Wealth. Ray Kan brings experience from previous roles at Endorphin Wealth, Ark Total Wealth, Cooee Wealth Partners and Financial Simplicity. Ray Kan holds a 2016 - 2016 SMSF Specialist in Superannuation @ Kaplan Professional. With a robust skill set that includes Wealth Management, Investments, Asset Management, Investment Strategies, Investment Advisory and more. Ray Kan has 1 emails on RocketReach.
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Ray Kan
Head of Daintree Wealth Advisory at Daintree Wealth
Sydney, NSW, AU11
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