Dave Rae Email
Financial Adviser and Responsible Investment® Adviser @ Unless Financial
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Dave Rae Location
- Canberra, ACT, AU
Dave Rae Work
- Financial Adviser and Responsible Investment® Adviser @ (July 2024 - Present)
- Financial Adviser @ (April 2022 - June 2024)
- Non Executive Director @ (December 2019 - December 2023)
- CERTIFIED FINANCIAL PLANNER® @ (May 2019 - April 2022)
- Member Technical Working Group 4 @ (July 2019 - November 2020)
- Owner and Director CERTIFIED FINANCIAL PLANNER - DPR Wealth @ DPR Accountants and Advisers (September 2014 - May 2019)
- Count Advisory Council - Member @ (January 2012 - June 2014)
- Financial Planner and Director @ Beames and Associates Accounting & Financial Services Pty Ltd (September 2003 - June 2014)
- Investment Analyst and Accountant @ (January 2000 - January 2003)
- Accountant @ (January 1992 - January 1994)
Dave Rae Education
- PRI Academy | Principles for Responsible Investment
Responsible Investment Essentials
2018-2018 - Macquarie University
Bachelor of Economics (Accounting)
1992-1995 - The King's School 1986-1991
- Duke University
Online non-credit course (Impact Measurement and Management for the SDG's)
2021 - Securities Institute of Australia
Graduate Diploma (Financial Planning)
2002
Dave Rae Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Advisory
- Cash Flow
- Certified Financial Planner
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Coaching
- Financial Planners
- Financial Planning
- Financial Risk
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- Identifying Needs and Goals
- Income Protection
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Mutual Funds
- Pensions
- Personal Finance
- Personal Financial Planning
- Personal and Business Succession Planning
- Portfolio Management
- Retirement
- Retirement Planning
- Risk
- SMSF
- Small Business
- Social Media
- Social Media Marketing
- Strategic Financial Planning
- Succession Planning
- Superannuation
- Tax
- Tax Advisory
- Term Life Insurance
- Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Dave Rae Summary
- Dave Rae, based in Canberra, ACT, AU, is currently a Financial Adviser and Responsible Investment® Adviser at Unless Financial. Dave Rae brings experience from previous roles at Ethinvest, Responsible Investment Association Australasia, Federation Financial Services and Australian Sustainable Finance Initiative. Dave Rae holds a 2018 - 2018 Responsible Investment Essentials @ PRI Academy | Principles for Responsible Investment. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Business Advisory, Cash Flow and more. Dave Rae has 2 emails on RocketReach.
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