Ray Kan Email & Phone Number
Head of Daintree Wealth Advisory @ Daintree Wealth
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Ray Kan Location
- Sydney, NSW, AU
Ray Kan Work
- 2023 -now Head of Daintree Wealth Advisory @
- 2019 -2022 Senior Financial Advisor and Head of Investments @
- 2016 -2019 Senior Financial Advisor @
- 2015 -2016 Financial Advisor @
- 2013 -2015 Sales and Marketing Manager @
- 2011 -2013 Head of Research and Technical Services Asia @
- 2006 -2011 Wealth Management Consultant @
- 2004 -2006 Investment Analyst @
- 2001 -2004 MLC Corporate Solutions @
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
- Asset Managment
- Alternative Investments
- Strategy
- Business Development
- Financial Services
- Equities
- Financial Advisory
- Customer Relations
- Private Wealth
- Pensions
- Private Wealth Management
- Microsoft Office
- Marketing
- Microsoft Excel
- Customer Service
- Project Management
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
Sydney, NSW, AU
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