CHRISTOPHER THOMAS RAE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - Tribeca
2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Education
2011 - SMSF Specialist Advisor - - SMSF Professionals' Association of Australia
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Certified Independent Financial Advisers Association (CIFAA)
Profession of Independent Financial Advisers (PIFA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.