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Ray Lenton - Private Wealth Advisor

 

ADA2 (ASX)
Private Wealth Advisor
RBS Morgans Parramatta

Ray is a Senior Investment Advisor of RBS Morgans Parramatta and helped establish the Parramatta office in 2003. He holds a Diploma of Financial Services (Financial Planning) with the Financial Services institute of Australia (FINSIA) and is also a Level 1 & 2 Accredited Derivatives Advisor with the ASX.

As a specialist in the construction and management of direct equities portfolios, Ray gathers comprehensive information from clients regarding their goals and life aspirations to tailor a portfolio that suits their individual objectives.
Through the combination of this experience and knowledge Ray has become a specialist in the Self Managed Supperannuation environment.
 
Ray has a strong background in understanding the needs of clients and businesses through his extensive experience as a business consultant within the Real Estate and Professional Golfing industries.
 
Ray is employed by MTR International Pty Ltd, which is the entity that manages the office of RBS Morgans Limited in Parramatta. Ray is remunerated by way of salary and profit share.

Financial Management Philosophy

It is Ray’s objective to enhance his clients quality of life by helping them maintain a clear vision of their goals and the paths that they should take in order to achieve them. He puts his clients interests first and is aware that no two clients are the same, meaning that each investment plan should be uniquely tailored to accommodate his clients individual values and circumstances. By investing time in collaborative two-way communication, Ray is able to investigate and offer the opportunities and most appropriate strategies to increase the probability of his clients achieving their financial goals. With his attention to detail, honest advice and extensive accreditation, Ray is able to help his clients build, maintain and control their wealth.

Professional Associations

Ray is a level 1 & 2 Accredited Derivatives advisor of the Australian Stock Exchange as well as a member of the Professional Golfers Association of Australia.

ASIC Approved Competencies

  • Securities

  • Financial Planning

  • Superannuation

  • Managed Investments

  • Insurance

  • Derivatives Level 1 

  • Derivatives Level 2

 Personal Goals

Ray was a pro-golfer on the tournament circuit before applying his concentration and determination to the financial markets. When not spending time with his lovely wife, new daughter and his playful Dalmatian "Febe", Ray loves hitting the golf course and playing cricket with his family and friends.  Ray also loves wetting a line whenever he gets the chance. 

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