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Dave Rae Email & Phone Number
Financial Adviser and Responsible Investment® Adviser
at
Unless Financial
1 work email found
@beamesandassociates.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Adviser and Responsible Investment® Adviser
Location
Canberra, Australian Capital Territory, Australia
Company size
Who is Dave Rae? Overview
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Quick answer
Dave Rae is listed as Financial Adviser and Responsible Investment® Adviser at Unless Financial, a company with 6 employees, based in Canberra, Australian Capital Territory, Australia. AeroLeads shows a work email signal at beamesandassociates.com.au and a matched LinkedIn profile for Dave Rae.
Dave Rae previously worked as Financial Adviser/Responsible Investment® Adviser at Unless Financial and Financial Adviser at Ethinvest. Dave Rae holds Responsible Investment Essentials from Pri Academy | Principles For Responsible Investment.
Company email context
Email format at Unless Financial
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*@beamesandassociates.com.au
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AeroLeads found 1 current-domain work email signal for Dave Rae. Compare company email patterns before reaching out.
Profile bio
About Dave Rae
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.
Listed skills include Identifying Needs And Goals, Personal And Business Succession Planning, Social Media, Investment Strategies, and 46 others.
Current workplace
Dave Rae's current company
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Unless Financial
11 roles · 34 years
Dave Rae work experience
A career timeline built from the work history available for this profile.
Financial Adviser/Responsible Investment® Adviser
Current
Jul 2024 - Present
Financial Adviser
Financial 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.
Apr 2022 - Jun 2024
Non Executive Director
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.
Dec 2019 - Dec 2023
Certified Financial Planner®
Planning 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.
May 2019 - Apr 2022
Member Technical Working Group 4
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.
Jul 2019 - Nov 2020
Owner/Director Certified Financial Planner - Dpr Wealth
Dpr Accountants And Advisers
Director of financial planning in a new Accounting /Financial Services practice.Authorised Representative of Magnitude Pty Ltd ABN 54 086 266 202, AFSL 221557.
Sep 2014 - May 2019
Count Advisory Council - Member
The 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.
Jan 2012 - Jun 2014
Financial Planner And Director
CERTIFIED FINANCIAL PLANNER and head of financial planning division.
Sep 2003 - Jun 2014
Investment Analyst/Accountant
Quantitative Analysis - Australian EquitiesResearch - Australian Equity and Balanced Fund Sectors
2000 - 2003
~3 yrs
1992 - 1994
~2 yrs
5 education records
Dave Rae education
Responsible Investment Essentials
Pri Academy | Principles For Responsible Investment
Online Non-Credit Course, Impact Measurement And Management For The Sdg'S
Graduate Diploma, Financial Planning
Securities Institute Of Australia
Bachelor Of Economics, Accounting
Education record
The King'S School
FAQ
Frequently asked questions about Dave Rae
Quick answers generated from the profile data available on this page.
What company does Dave Rae work for?
Dave Rae works for Unless Financial.
What is Dave Rae's role at Unless Financial?
Dave Rae is listed as Financial Adviser and Responsible Investment® Adviser at Unless Financial.
What is Dave Rae's email address?
AeroLeads has found 1 work email signal at @beamesandassociates.com.au for Dave Rae at Unless Financial.
Where is Dave Rae based?
Dave Rae is based in Canberra, Australian Capital Territory, Australia while working with Unless Financial.
What companies has Dave Rae worked for?
Dave Rae has worked for Unless Financial, Ethinvest, Responsible Investment Association Australasia, Federation Financial Services, and Australian Sustainable Finance Initiative.
How can I contact Dave Rae?
You can use AeroLeads to view verified contact signals for Dave Rae at Unless Financial, including work email, phone, and LinkedIn data when available.
What schools did Dave Rae attend?
Dave Rae holds Responsible Investment Essentials from Pri Academy | Principles For Responsible Investment.
What skills is Dave Rae known for?
Dave Rae is listed with skills including Identifying Needs And Goals, Personal And Business Succession Planning, Social Media, Investment Strategies, Term Life Insurance, Superannuation, Insurance, and Cash Flow.
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