David Raits
Financial Adviser
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About
David Raits is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. David holds a Bachelor of Business from Phillip Institute of Technology and is a Certified Practising Accountant (CPA) with CPA Australia. He further enhanced his expertise with the ASX Listed Products Accreditation Course, Margin Lending & Geared Investments certification, and the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia Ltd (now FAAA). As a member of both CPA Australia and the Financial Advice Association of Australia (FAAA), David adheres to the highest professional and ethical standards. Authorised to provide advice on a broad range of financial products, David can assist you with: • Superannuation advice • Insurance solutions • Comprehensive wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Key services include: • Retirement planning – creating personalized strategies for a secure future. • Investment advice – building and managing diversified investment portfolios. • Superannuation – optimizing your super for growth and tax efficiency. • Insurance – protecting you and your family from unforeseen events. Ready to take control of your financial future? Contact David Raits today for a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Raits offer?
David Raits provides comprehensive financial advice including superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on a wide range of products including investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are David Raits's qualifications and professional memberships?
David holds a Bachelor of Business, is a Certified Practising Accountant (CPA), and a Certified Financial Planner (CFP). He is a member of CPA Australia and the Financial Advice Association of Australia (FAAA).
How does David Raits approach financial planning?
David focuses on understanding each client’s unique circumstances and goals. He develops tailored strategies to help them achieve their financial objectives, providing ongoing support and advice to ensure they stay on track.
What can I expect during my first meeting with David Raits?
During your initial consultation, David will discuss your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if David is the right financial adviser for you.
How can superannuation advice from David help me?
David can help you optimize your superannuation for growth and tax efficiency. He can advise on contribution strategies, investment options, and retirement planning to ensure you have a comfortable retirement.
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