Financial Adviser · SYDNEY, NSW

Christopher Thomas Rae

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000274547
Currently at
Sydney, NSW

Christopher Thomas Rae is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry since 2009. Christopher is currently authorised under Allied Advice. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education. Christopher is a member of Australian Institute of Company Directors (AICD), Certified Independent Financial Advisers Association (CIFAA) and Profession of Independent Financial Advisers (PIFA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Tribeca
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education
2011
SMSF Specialist Advisor
SMSF Professionals' Association of Australia
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

May 2021 - Present Current
Jun 2020 - May 2021 Ceased
OMNIWEALTH SERVICES PTY LIMITED
May 2020 - May 2020 Ceased
OMNIWEALTH SERVICES PTY LIMITED
Jul 2019 - Apr 2020 Ceased
May 2016 - Jun 2019 Ceased
Jan 2014 - May 2016 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
May 2013 - Jan 2014 Ceased
HANUMAN INVESTMENTS PTY LIMITED
Nov 2009 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register