David Martin Raits
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246602
- Location
- Melbourne VIC 3000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 10 October 2011
- First provided advice
- 1994
- Qualifications
- Bachelor of Business, Phillip Institute of Technology (1989); Certified Practising Accountant (CPA), CPA Australia (1995); ASX Listed Products Accreditation Course, Savings Factory (2007); Margin Lending & Geared Investments, Kaplan Education Pty Ltd (2010); Certified Financial Planner (CFP), Financial Planning Association of Australia Ltd (2014)
- Memberships
- CPA Australia (CPA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Martin Raits
David Martin Raits is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000246602).
David provides advice as an authorised representative of Shadforth Financial Group Limited, which holds Australian financial services licence 318613. That authorisation dates from 10 October 2011.
According to the register, David first provided financial advice in 1994. The qualifications listed for David include Bachelor of Business (Phillip Institute of Technology, 1989), Certified Practising Accountant (CPA) (CPA Australia, 1995) and ASX Listed Products Accreditation Course (Savings Factory, 2007). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
David 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 David Martin Raits a registered financial adviser?
Yes. David Martin Raits is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246602.
Which licensee does David Martin Raits work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can David Martin Raits 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.