Christopher Rae
Financial Adviser
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About
Christopher Rae is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to providing comprehensive and independent financial advice to help clients achieve their financial goals. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from Tribeca (2006) and an Advanced Diploma from Kaplan Education (2008), Christopher has consistently expanded his expertise, earning the SMSF Specialist Advisor designation from the SMSF Professionals' Association of Australia in 2011. He also stays up-to-date with ethical standards through Kaplan's Ethics & Professionalism in Financial Advice (2020). As a member of the Australian Institute of Company Directors (AICD), the Certified Independent Financial Advisers Association (CIFAA), and the Profession of Independent Financial Advisers (PIFA), Christopher adheres to the highest standards of professionalism and integrity. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. His advice extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Christopher Rae today for a consultation and discover how tailored financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Christopher Rae offer?
Christopher Rae offers advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investments. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Christopher Rae have?
Christopher holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and is an SMSF Specialist Advisor. He also holds certifications in Ethics & Professionalism in Financial Advice.
How does Christopher Rae approach financial planning?
Christopher takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives.
What professional associations is Christopher Rae a member of?
Christopher is a member of the Australian Institute of Company Directors (AICD), the Certified Independent Financial Advisers Association (CIFAA), and the Profession of Independent Financial Advisers (PIFA).
What can I expect during my first meeting with Christopher Rae?
During your initial consultation, Christopher will discuss your financial goals, gather information about your current financial situation, and explain his services and fees. This meeting is an opportunity for you to ask questions and determine if his services are a good fit for your needs.
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