David Rae Financial Planner Report

Name:
David John Rae

Rep Number:
000237107

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-09-08 onwards

Licensee
Name:

Number:
000221557

ABN:
54 086 266 202

Controlled By:

Appointed By
Name:
Dr Advisory Pty Ltd

Licence Number:
000464762

ABN:
47 600 079 561

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
Bachelor of Economics
Financial Planning Association of Australia
Certified Financial Planner
Securities Institute of Australia
Graduate Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association