Raymond is the founder and Managing Director of Empire Financial Group.
Since his entry into the industry in late 1997, Raymond’s time in financial services has seen him engage in a diverse range of roles and ventures, dealing with large corporations, small to medium businesses and individual and family clients.
In the early 2000’s he was instrumental in the establishment and rollout of the LJ Hooker Superannuation Fund, at the time Australia’s largest real estate network with over 500 offices and 5000 staff. During this time he also played a major part in rolling out Australia’s first ever community based superannuation fund in the Mallee region of Victoria, with the aim of providing benefits for local community development.
After the sale of these funds to a Melbourne based listed company, Raymond refocused his business on dealing with individual, family and small business clients, and specialises in assisting clients with building wealth through strategic and goal driven investment plans, superannuation planning, tax planning, UK Pension transfers, business succession, estate planning and comprehensive risk insurance advice.
He holds a Bachelor of Commerce from Curtin University in WA and a Diploma of Financial Services. Raymond is often called upon as a speaker on financial planning strategies, to accounting, finance and real estate groups, and the membership of associations such as the Institute of Public Accountants.
Raymond is also the Western Australian representative to the Securitor National Advisory Council, the body responsible for the ongoing development and communication between the advisor network and licensee management.
Chris has been in the financial services industry since 2004 working in a number of roles spanning both the private and government sectors.
This unique understanding of both public and private sector structures makes Chris an extremely valuable asset for government employees, and is our in house GESB expert. His diverse knowledge base positions Chris well to provide strategy based financial, superannuation, investment, tax planning, insurance and estate planning advice.
After completing his university studies Chris was employed by the then largest financial planning network in Australia, Professional Investment Services, assisting in the support of financial planning practices licensing, compliance, administration and training.
Chris then accepted a role with Zurich where he gathered valuable experience working in both the insurance and funds management divisions, covering managed funds in Australian and International equities, property trusts and fixed interest funds.
After some time spent in the UK, Chris was employed by the Government Employees Superannuation Board (GESB) as a member educator and financial planner. In this role, he spent 4 years solidifying his thorough knowledge of government funds, complex superannuation strategies, and retirement planning strategies.
Chris holds a Bachelor of Commerce (Finance and Marketing) from Curtin University and an Advanced Diploma of Financial Services (Financial Planning), providing a strong educational background to his practical experience.
Nick holds a Bachelor of Arts from the University of Wales in Cardiff, an Advanced Certificate in Financial Planning (UK Insurance Institute), as well as attaining an Advanced Diploma of Financial Services (Financial Planning) in Australia. Nick is currently in the process of completing his Masters degree in Financial Planning.
Arriving in Australia in 2006 after working in the UK pensions and investment industry, Nick spent the following 8 years as the General Manager of the worlds largest provider of advice and transfers of UK Pensions to the Australian superannuation system.
In that capacity he has assisted literally hundreds of UK expats with the tax, investment and transfer advice for hundreds of millions in pensions arriving to Australia.
At Empire, Nick continues to deliver specialist advice to UK expats, as well as assisting all clients with a wide range of strategic advice, superannuation, investment and insurance solutions, drawing on almost a decade and a half of financial service experience.
Nick has been called upon by a number of the major banks to provide services to their clients and adviser networks and has traveled the country delivering presentations and training.
Nicole holds a Bachelor of Commerce majoring in Finance from Flinders University in South Australia and a Diploma of Financial Services (Financial Planning).
Nicole came to Empire Financial Group after launching her career with a leading Adelaide based Securitor wealth management practice, where she gained her grounding in the financial services industry.
Nicole's role is primarily focussed in managing review and ongoing advice services to our client's existing investment, insurance and superannuation portfolios, ensuring that our strategic advice stays relevant to the ever changing needs and circumstances of our clients.
Anna holds a Bachelor of Commerce from Curtin University with a major in Financial Planning. These formal qualifications underpin a solid and in depth understanding of the entire end to end financial advice process and delivery of strategic advice. Commencing her financial advice career in 2008, Anna developed rapidly to become a licensed advisor and shareholder in a Perth based financial services business.
After some time spent overseas, Anna joined Empire and is charged with the delivery of research and financial outcomes modelling for new clients introduced to our company, and guiding them through the implementation of strategic advice, as well as superannuation, self-managed superannuation, UK Pension, estate planning and insurance recommendations.
Shannon holds a Bachelor of Commerce majoring in Corporate Finance and Human Resource Management from the University of Western Australia.
Shannon's role is to assist advisors with the researching of clients’ current investment, superannuation and insurance portfolios, the preparation of strategy and advice documents, implementation of strategies, investments and insurances and attending to clients’ requests and enquiries.