Dave Rae

I believe investing can be used as a force for good, to create change and address some of the biggest problems the world faces. I work with clients to build a Portfolio of Purpose that aligns values with money. Not just excluding those that do harm but actively seeking those who benefit society and contribute to solutions.

I am certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. I am a previous Director of the Responsible Investment Association Australasia (RIAA) working toward RIAA's mission of ensuring capital is aligned with achieving a healthy society, environment and economy. I previously chaired one of RIAA's Certification Assessment Panels and co-chaired RIAA's Financial Adviser Forum.

Regularly called on for articles on responsible and ethical investment in publications including AFR, SMH, Financial Standard and Money Magazine. And panelist and speaker at conferences and webinars on responsible investing for the Financial Planning Association, RIAA, Money Management and more.