Chris Rae has twenty years’ of experience within financial services, along with over ten years’ experience as a private wealth manager. He is also recognised as a Specialist Self-Managed Superannuation Fund Adviser, Associate Member of the Profession of Independent Financial Advisers & Registered Tax (Financial) Adviser.
?During this time, he has accumulated a comprehensive knowledge of wealth management from an investment, structuring, asset protection and estate planning perspective. His strong industry background coupled with a high level of strategic thinking allows him to act as a robust sounding board for his clients.
?Chris believes that with sound planning, structuring and patience these are the keys to ensure clients make the most of their personal circumstances. His key goal is to provide trusted, bespoke and expert advice to his clients to assist in reaching their goals.
Expertise
My fees
At a glance
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Adviser status
Silver
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Allied Wealth
Suite 6, Level 12, 14 Martin PlSydney, NSW 2000

Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Allied Advice Pty Ltd
AFSL 528160
