David RaeDave is a CERTIFIED FINANCIAL PLANNER™ and business owner, based in Canberra but spend plenty of time back in Sydney. He specialises in working with professionals and small business owners who are highly motivated to achieve their own definition of success. Dave has been an adviser for the past 16 years with previous experience across investment analysis and accounting.
In past years, Dave has been awarded a Financial Planning Association Best Practice Award and a dealer group Adviser of the Year award. He appeared in The Investment Series on Channel 9 in 2016, a show aimed at helping Australians get a better understanding of their financial future. Dave believes investing can be used as a force for good, to create change and address some of the biggest problems the world faces. Environmental, societal and governance factors have become a key consideration in portfolio construction. He strives to build a Portfolio of Purpose for those clients who also feel it is important to them. Out of the office, you are most likely to find Dave on his road bike or mountain biking on Australia's best trails in Canberra. His ideal holiday is with the family at the snow (Australia or overseas - doesn't matter!). www.ethinvest.com.au Go back to Find an Adviser |
|
© Ethical Advisers' Co-operative Limited 2023
The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy
The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy