About Us

Meet your experienced sustainable financial adviser

With over 24 years of direct experience in the financial services and advice, Ray Kan is an industry veteran. A wealth of global experience through roles in Mercer, NAB, MLC and ING, Ray decided to venture out on his own as part of his commitment to deliver service excellence. He identified a service gap in the market for clients that want more engagement with their investments, and greater alignment with their beliefs and values.

At Daintree Wealth, Ray follows an advice-led approach, giving clients access to high-quality investment opportunities such as listed and unlisted sustainable investments and ESG funds, which they may not have access to otherwise.

As a father of two young boys, Ray is passionate about making a meaningful difference to the lives of his clients, and towards a sustainable world for all to enjoy.

Qualifications and Certifications

Bachelor of Commerce
Graduate Diploma in Applied Financed (FINSIA)
Graduate Diploma in Financial Planning (FINSIA)
Completed Level 1 studies for Chartered Alternative Investment Analyst (CAIA) program
Certifications in Finance and Mortgage Broking (NFI), Self-managed Super (Kaplan), and Margin Lending (SAFAA)
Registered with ASIC to provide Tax-related financial advice
Compliant with current FASEA ethical standards

What makes Daintree Wealth different

ESG investing specialist

We specialise in ESG investing and can provide clients with priority access to unique investment opportunities such as listed and unlisted sustainable investments and ESG integrated specialty equity and hedge funds that align with their personal values.

Comprehensive financial services licensing

We are licensed and certified to provide a comprehensive financial service that encompasses advice on tax planning, wealth creation, debt restructuring and more. We can also tap into our strong network of related financial professionals to provide you with a holistic service that improves your financial position.

Latest research and technology

We utilise the latest tools and technologies that will give you a clear picture of your existing portfolio and areas you need to focus on to achieve your goals. We combine this with in-depth research, presenting you with high-quality investment opportunities that not every financial adviser has access to.

Highly experienced wealth strategist

Over 24 years of experience means we have the knowledge, network and connections to source high-quality investment opportunities for our clients not just in Australia, but globally as well – giving you the flexibility to choose investment options that best match your financial objectives.

Our Philosophy

Help clients align personal values and financial goals

Our goal is to provide you with opportunities to choose investments that align with your personal values and financial goals, providing advice and education to help you choose a diversified portfolio and make sound investment decisions.

Provide unparalleled service

Excellence in service is at the core of what we do. Unlike other financial advisers, we are committed to a long-term relationship with you, continuously monitoring your investments and providing portfolio change recommendations if needed.

Focus on the client benefit not profit

We are passionate about helping investors become more financially informed, so that we can all enjoy the benefit of a sustainable world. For this reason, we choose to educate for the benefit of our clients, not profits.

02 9000 1710