DAVID REYNELL MCRAE — Financial Adviser #001270016

Registration Number

001270016

Registration Status

Registered

Location

South Melbourne, VIC 3205

Providing Advice Since

2018

Registration Date

30/11/2018

Financial Services Licensee

PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & TRUSTEE HICKEY FAMILY TRUST & TRUSTEE MCCANN WEALTH TRUST & TRUSTEE J&J RECUPERO WEALTH TRUST & TRUSTEE KLT WEALTH TRUST

Licence #000329868

📚 Qualifications & Training

2007 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University

2010 - Certified Practicing Accountants Australia Program - Professional Designations - CPA Australia Ltd

2014 - Cert IV Mortgage Broking - Other - Kaplan

2016 - RG146 Self-managed Superannuation Funds - Other - Financial Educational Professionals

2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

CPA Australia (CPA)

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.