Andrew Rae

Andrew Rae Email and Phone Number

Financial Services @ Big 4 Consultancy Firm
bidston, wirral, united kingdom
Andrew Rae's Location
Brisbane, Queensland, Australia, Australia
Andrew Rae's Contact Details

Andrew Rae personal email

n/a
About Andrew Rae

Andrew Rae is a Financial Services at Big 4 Consultancy Firm. He possess expertise in investment strategies, financial advisory, strategic financial planning, wealth, wealth management and 12 more skills. Colleagues describe him as "Andrew is a valued contributor to the Financial Planning Team at NAB Private Wealth. He has a deep understanding of Financial Markets and Investment Strategies and delivers this to his clients through quality Financial Advice."

Andrew Rae's Current Company Details
Big 4 Consultancy Firm

Big 4 Consultancy Firm

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Financial Services
bidston, wirral, united kingdom
Website:
transformlearningacademy.com
Employees:
302
Andrew Rae Work Experience Details
  • Big 4 Consultancy Firm
    Advice Remediation Team Lead And Quality Assurance
    Big 4 Consultancy Firm Sep 2020 - Present
    Brisbane, Queensland, Australia
    View
  • Elixir Private Wealth
    Senior Wealth Adviser
    Elixir Private Wealth Oct 2013 - Nov 2019
    Sydney, Australia
    This position involved providing comprehensive financial advice to a diverse range of clients including senior business executives, self-employed individuals, business owners, young families, retirees and charitable organisations. This was achieved through building strong long-term relationships with clients in order to provide ongoing advice and to attract new referrals. It also involved working with referral partners to develop their understanding of our expertise in order for them to provide ongoing referrals, as well as presenting at their client functions on topics ranging from superannuation, federal budget updates and investment principles.
    View
  • National Australia Bank
    Financial Planner, Nab Private Wealth
    National Australia Bank Oct 2006 - Sep 2013
    Sydney, Australia
    Provide comprehensive financial advice to a diverse range of clients of NAB Private Wealth including senior executives, self-employed individuals, business owners and retirees. Also presented at seminars to help educate prospective clients on financial planning and investments.
    View
  • Count Financial
    Paraplanner
    Count Financial May 2005 - Oct 2006
    Sydney, Australia
    Worked in a centralised para planning team to assist financial planners across the country to develop financial plans for them to present to their clients. This involved the development of strategies, insurance analysis and selection of investment products as part of putting the financial plan together.
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  • Deutsche Bank
    Business Development
    Deutsche Bank Feb 2002 - May 2005
    Sydney, Australia
    Having a comprehensive knowledge of the Investment process for a broad range of asset classes including Equities, Property Trusts, Fixed Income and Hedge Funds enabled me to assist financial advisers with their investment portfolios.
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  • Northern Trust Corporation
    Client Relationship
    Northern Trust Corporation May 2000 - Sep 2001
    London, United Kingdom
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Andrew Rae Skills

Investment Strategies Financial Advisory Strategic Financial Planning Wealth Wealth Management Superannuation Portfolio Management Wealth Management Services Income Protection Financial Markets Investments Finance Financial Planning Smsf Financial Risk Fixed Income Derivatives

Andrew Rae Education Details

  • Securities Institute Of Australia
    Securities Institute Of Australia
    Financial Planning
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Applied Finance And Investment
  • Macquarie University
    Macquarie University
    Economics
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  • The King'S School
    The King'S School

Frequently Asked Questions about Andrew Rae

What company does Andrew Rae work for?

Andrew Rae works for Big 4 Consultancy Firm

What is Andrew Rae's role at the current company?

Andrew Rae's current role is Financial Services.

What is Andrew Rae's email address?

Andrew Rae's email address is an****@****.com.au

What schools did Andrew Rae attend?

Andrew Rae attended Securities Institute Of Australia, Securities Institute Of Australia, Macquarie University, The King's School.

What skills is Andrew Rae known for?

Andrew Rae has skills like Investment Strategies, Financial Advisory, Strategic Financial Planning, Wealth, Wealth Management, Superannuation, Portfolio Management, Wealth Management Services, Income Protection, Financial Markets, Investments, Finance.

Who are Andrew Rae's colleagues?

Andrew Rae's colleagues are S Ranjan, Dominic Chung, Triết Minh, Akash Singh, Vic S, Glynn Muggleton, Ca Recrutment.

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