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Chris Rae

Allied Wealth

Silver
16 Yrs Experience
Sydney, NSW 2000

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Allied Wealth

Suite 6, Level 12, 14 Martin Pl
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Allied Advice Pty Ltd

AFSL 528160