David Rae


Dave is a CERTIFIED FINANCIAL PLANNERĀ® professional and has been a financial adviser since 2003. He works with a range of clients and has a strong focus on ethical and sustainable investing. Dave believes investing can be used as a force for good, to create change and address some of the biggest problems the world faces. He works with clients to build a Portfolio of Purpose that aligns values with money.
Dave is certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. Dave is currently a Director of the Responsible Investment Association Australasia (RIAA) and chairs one of RIAA's two product Certification Assessment Panels.

Three man drinking beer at a club

Good time guy learns hard money lessons

Jasper needs to change some habits around spending and saving, starting with monitoring where his money is going and starting to build up a buffer savings fund.

December 12, 2022