Dave Rae Email and Phone Number
Dave Rae work email
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Dave Rae personal email
I believe investing can be used as a force for good, to create change and address some of the biggest problems the world faces. I work with clients to build a Portfolio of Purpose that aligns values with money. Not just excluding those that do harm but actively seeking those who benefit society and contribute to solutions.I am certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. I was until recently a Director of the Responsible Investment Association Australasia (RIAA) working toward RIAA's mission of ensuring capital is aligned with achieving a healthy society, environment and economy. I previously chaired one of RIAA's Certification Assessment Panels and co-chaired RIAA's Financial Adviser Forum.Regularly called on for articles on responsible and ethical investment in publications including AFR, SMH, Financial Standard and Money Magazine. And panelist and speaker at conferences and webinars on responsible investing for the Financial Planning Association, RIAA, Money Management and more.
Unless Financial
View- Website:
- unless.financial
- Employees:
- 6
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Financial Adviser And Responsible Investment® AdviserUnless FinancialCanberra, Act, Au -
Financial Adviser/Responsible Investment® AdviserUnless Financial Jul 2024 - PresentAustralia -
Financial AdviserEthinvest Apr 2022 - Jun 2024Canberra, Australian Capital Territory, AustraliaFinancial Adviser and Ethical Investment Adviser. Co-chair Approved Product List Committee. Ethinvest provides comprehensive financial planning and ethical investment advice to individuals, trustees of Self Managed Super Funds and a wide range of not-for-profits, Non Government Organisations and charitable foundations. -
Non Executive DirectorResponsible Investment Association Australasia Dec 2019 - Dec 2023The Responsible Investment Association of Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand. RIAA is dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy. With over 270 members managing more than $9 trillion in assets globally, RIAA is the largest and most active network of people and organisations engaged in responsible, ethical and impact investing across Australia and New… Show more The Responsible Investment Association of Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand. RIAA is dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy. With over 270 members managing more than $9 trillion in assets globally, RIAA is the largest and most active network of people and organisations engaged in responsible, ethical and impact investing across Australia and New Zealand. Show less -
Certified Financial Planner®Federation Financial Services May 2019 - Apr 2022Canberra, AustraliaPlanning your financial life with you | Fee for Service | Financial Advisory Firm Specialising in responsible and ethical investment strategies including ESG (Environmental, Social, Governance), Sustainable Investment and Impact Investment.Federation is : Collaboration | Foundation | Connection | Family Federation Financial Services is an Authorised Representative No. 250399 of FYG Planners Pty Ltd, AFSL No. 224543. -
Member Technical Working Group 4Australian Sustainable Finance Initiative Jul 2019 - Nov 2020Sydney, AustraliaThe Australian Sustainable Finance Initiative (ASFI) is an unprecedented collaboration formed to help shape an Australian economy that prioritises human well-being, social equity and environmental protection, while underpinning financial system resilience and stability.TWG4 is focussed on delivering a financial system that meets community and consumer expectations around sustainability and norms including informed engagement, improved and informed choice, effective disclosures and… Show more The Australian Sustainable Finance Initiative (ASFI) is an unprecedented collaboration formed to help shape an Australian economy that prioritises human well-being, social equity and environmental protection, while underpinning financial system resilience and stability.TWG4 is focussed on delivering a financial system that meets community and consumer expectations around sustainability and norms including informed engagement, improved and informed choice, effective disclosures and client interests while enhancing financial inclusion and financial well-being. Show less -
Owner/Director Certified Financial Planner - Dpr WealthDpr Accountants And Advisers Sep 2014 - May 2019Canberra, AustraliaDirector of financial planning in a new Accounting /Financial Services practice.Authorised Representative of Magnitude Pty Ltd ABN 54 086 266 202, AFSL 221557.
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Count Advisory Council - MemberCount Financial Jan 2012 - Jun 2014Sydney, New South Wales, AustraliaThe Count Advisory Council is a peer forum formed in the pursuit of ensuring that Count Management receives ongoing direct feedback from Count Members.We act as a conduit for information between management and the members. We are the litmus test for new ideas, strategic direction, and third party enhancements. We provide advice on how the businesses within the group are dealing with the complexities of providing financial advice. -
Financial Planner And DirectorBeames And Associates Accounting & Financial Services Pty Ltd Sep 2003 - Jun 2014Canberra, AustraliaCERTIFIED FINANCIAL PLANNER and head of financial planning division. -
Investment Analyst/AccountantCredit Suisse 2000 - 2003Quantitative Analysis - Australian EquitiesResearch - Australian Equity and Balanced Fund Sectors -
AccountantKpmg 1992 - 1994AustraliaAudit and Advisory
Dave Rae Skills
Dave Rae Education Details
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Pri Academy | Principles For Responsible InvestmentResponsible Investment Essentials -
Impact Measurement And Management For The Sdg'S -
Securities Institute Of AustraliaFinancial Planning -
Accounting -
The King'S School
Frequently Asked Questions about Dave Rae
What company does Dave Rae work for?
Dave Rae works for Unless Financial
What is Dave Rae's role at the current company?
Dave Rae's current role is Financial Adviser and Responsible Investment® Adviser.
What is Dave Rae's email address?
Dave Rae's email address is dr****@****.com.au
What schools did Dave Rae attend?
Dave Rae attended Pri Academy | Principles For Responsible Investment, Duke University, Securities Institute Of Australia, Macquarie University, The King's School.
What are some of Dave Rae's interests?
Dave Rae has interest in Family, Snowboarding, Cycling, Surfing, Mountainbiking, Health.
What skills is Dave Rae known for?
Dave Rae has skills like Identifying Needs And Goals, Personal And Business Succession Planning, Social Media, Investment Strategies, Term Life Insurance, Superannuation, Insurance, Cash Flow, Investments, Risk, Portfolio Management, Financial Planning.
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1ses.nsw.gov.au
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