Christopher Thomas Rae
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274547
- Location
- Sydney NSW 2000
- Licensee
- Allied Advice Pty Ltd (AFSL 528160)
- Authorised since
- 17 May 2021
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education (2008); SMSF Specialist Advisor, SMSF Professionals' Association of Australia (2011); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Australian Institute of Company Directors (AICD); Certified Independent Financial Advisers Association (CIFAA); Profession of Independent Financial Advisers (PIFA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher Thomas Rae
On the Financial Advisers Register kept by ASIC, Christopher Thomas Rae appears as a current financial adviser in Sydney, New South Wales, adviser number 000274547.
Advice is given under the Australian financial services licence of Allied Advice Pty Ltd, licence number 528160. The current authorisation started on 17 May 2021.
The register records 2009 as the year Christopher first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education, 2008) and SMSF Specialist Advisor (SMSF Professionals’ Association of Australia, 2011). Christopher is recorded as a member of Australian Institute of Company Directors (AICD), Certified Independent Financial Advisers Association (CIFAA) and Profession of Independent Financial Advisers (PIFA).
Christopher is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Christopher Thomas Rae a registered financial adviser?
Yes. Christopher Thomas Rae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274547.
Which licensee does Christopher Thomas Rae work under?
Allied Advice Pty Ltd, Australian financial services licence 528160.
What can Christopher Thomas Rae give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.