Financial Adviser · AINSLIE, ACT

David John Rae

AINSLIE, ACT

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000237107

Currently at

Unless Financial

Ainslie, ACT (firm address)

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About David John Rae

David John Rae is a financial adviser based in Ainslie, Australian Capital Territory, with 23 years of experience in the financial services industry since 2003. David is currently authorised under Unless Wealth Management, operating through Unless Financial. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Economics

Macquarie University

2005

Graduate Diploma of Financial Planning

Securities Institute of Australia

2007

Certified Financial Planner

Financial Planning Association of Australia

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Unless Wealth Management Pty Ltd

May 2025 - Present Current

Spark Advisors Australia Pty Ltd

Jul 2024 - May 2025 Ceased

Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Ethinvest Pty. Limited

Apr 2022 - Jun 2024 Ceased

Fyg Planners Pty Ltd

May 2019 - Apr 2022 Ceased

MAGNITUDE GROUP PTY LTD

Sep 2014 - May 2019 Ceased

Count Financial Limited

Sep 2003 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register