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Ray Kan

Daintree Wealth

Bronze
23 Yrs Experience
Barangaroo, NSW 2000

Daintree Wealth is premium Advisory firm that caters to discerning Professionals and Families looking to have engagement with their investments.

Daintree Wealth does this by understanding their interests, values, and priorities, in order to create tailored portfolios. We specialise in providing expert guidance and access to Sustainability-focused funds, ETFs, and Real Assets.

Unlike generic advice offerings, and scaled solutions that offer minimal engagement between investment security selection, and the end-investor, Daintree draws on a consultative approach, before tailoring portfolios that considers the ever growing Sustainable, ESG, and Ethical labelled product suite that can now be accessed. Daintree's Wholesale clients will also be able to participate in select alternatives and unlisted opportunities, as they become available, following extensive due diligence.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Intial advice strategy and report fee $3,950

At a glance

  • Adviser status Bronze
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Daintree Wealth

Tower 3, Level 24, 300 Barangaroo Ave
Barangaroo, NSW 2000
232 Bridge Rd
Forest Lodge, NSW 2037

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capitalwise

AFSL 478766