Dave Rae

Dave Rae Email and Phone Number

Financial Adviser and Responsible Investment® Adviser @ Unless Financial
Canberra, ACT, AU
Dave Rae's Location
Canberra, Australian Capital Territory, Australia, Australia
Dave Rae's Contact Details

Dave Rae work email

Dave Rae personal email

n/a
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.

Dave Rae's Current Company Details
Unless Financial

Unless Financial

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Financial Adviser and Responsible Investment® Adviser
Canberra, ACT, AU
Website:
unless.financial
Employees:
6
Dave Rae Work Experience Details
  • Unless Financial
    Financial Adviser And Responsible Investment® Adviser
    Unless Financial
    Canberra, Act, Au
  • Unless Financial
    Financial Adviser/Responsible Investment® Adviser
    Unless Financial Jul 2024 - Present
    Australia
  • Ethinvest
    Financial Adviser
    Ethinvest Apr 2022 - Jun 2024
    Canberra, Australian Capital Territory, Australia
    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.
  • Responsible Investment Association Australasia
    Non Executive Director
    Responsible Investment Association Australasia Dec 2019 - Dec 2023
    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… 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
  • Federation Financial Services
    Certified Financial Planner®
    Federation Financial Services May 2019 - Apr 2022
    Canberra, Australia
    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 Representative No. 250399 of FYG Planners Pty Ltd, AFSL No. 224543.
  • Australian Sustainable Finance Initiative
    Member Technical Working Group 4
    Australian Sustainable Finance Initiative Jul 2019 - Nov 2020
    Sydney, Australia
    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… 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
  • Dpr Accountants And Advisers
    Owner/Director Certified Financial Planner - Dpr Wealth
    Dpr Accountants And Advisers Sep 2014 - May 2019
    Canberra, Australia
    Director of financial planning in a new Accounting /Financial Services practice.Authorised Representative of Magnitude Pty Ltd ABN 54 086 266 202, AFSL 221557.
  • Count Financial
    Count Advisory Council - Member
    Count Financial Jan 2012 - Jun 2014
    Sydney, New South Wales, Australia
    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 the group are dealing with the complexities of providing financial advice.
  • Beames And Associates Accounting & Financial Services Pty Ltd
    Financial Planner And Director
    Beames And Associates Accounting & Financial Services Pty Ltd Sep 2003 - Jun 2014
    Canberra, Australia
    CERTIFIED FINANCIAL PLANNER and head of financial planning division.
  • Credit Suisse
    Investment Analyst/Accountant
    Credit Suisse 2000 - 2003
    Quantitative Analysis - Australian EquitiesResearch - Australian Equity and Balanced Fund Sectors
  • Kpmg
    Accountant
    Kpmg 1992 - 1994
    Australia
    Audit and Advisory

Dave Rae Skills

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 Retirement Planning Strategic Financial Planning Succession Planning Income Protection Smsf Asset Management Life Insurance Financial Risk Wealth Financial Advisory Financial Services Retirement Finance Mutual Funds Small Business Financial Planners Wealth Management Wealth Accumulation Estate Planning Investment Advisory High Net Worth Individuals Pensions Wealth Management Services Tax Certified Financial Planner Personal Financial Planning Alternative Investments Equities Personal Finance Asset Allocation Tax Advisory Investment Management Holistic Financial Planning Trusts Business Advisory Financial Coaching Social Media Marketing Leadership

Dave Rae Education Details

  • Pri Academy | Principles For Responsible Investment
    Pri Academy | Principles For Responsible Investment
    Responsible Investment Essentials
  • Duke University
    Impact Measurement And Management For The Sdg'S
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Financial Planning
  • The King'S School
    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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