DAVID JOHN RAE
Financial Adviser · Ainslie, ACT
📚 Qualifications & Training
1995 - Bachelor of Economics - - Macquarie University
2005 - Graduate Diploma of Financial Planning - - Securities Institute of Australia
2007 - Certified Financial Planner - - Financial Planning Association of Australia
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.