David John Rae
Financial Adviser in Ainslie, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237107
- Location
- Ainslie ACT 2602
- Licensee
- Unless Wealth Management Pty Ltd (AFSL 564878)
- Authorised since
- 5 May 2025
- First provided advice
- 2003
- Qualifications
- Bachelor of Economics, Macquarie University (1995); Graduate Diploma of Financial Planning, Securities Institute of Australia (2005); Certified Financial Planner, Financial Planning Association of Australia (2007); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Rae
David John Rae is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ainslie, Australian Capital Territory (adviser number 000237107).
Advice is given under the Australian financial services licence of Unless Wealth Management Pty Ltd, licence number 564878. That authorisation dates from 5 May 2025.
The register records 2003 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1995), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2005) and Certified Financial Planner (Financial Planning Association of Australia, 2007). David is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David John Rae a registered financial adviser?
Yes. David John Rae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237107.
Which licensee does David John Rae work under?
Unless Wealth Management Pty Ltd, Australian financial services licence 564878.
What can David John 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.