Chris Rae

Founding Director & Independent Financial Adviser at Allied Wealth | Sydney
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area
Skills

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Bio

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Credentials

  • Independent Financial Adviser
    PIFA
  • SMSF Specialist Adviser
    SMSF Association

Experience

  • Allied Wealth | Sydney
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Founding Director & Independent Financial Adviser
      • Jun 2020 - Present

  • PIFA
    • Australia
    • Financial Services
    • Director
      • Feb 2022 - Nov 2022

  • Omniwealth
    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Financial Adviser
      • Jul 2019 - Jun 2020

  • Centric Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Adviser
      • May 2016 - Jul 2019

  • Seabridge Wealth
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Adviser / Director
      • Oct 2009 - May 2016

  • Colonial First State
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Paraplanner
      • Jan 2007 - Sep 2009

    • Client Service Manager
      • 2004 - 2007

Community

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