DAVID RAE

David Rae

About

DPR Wealth provide proactive and personal financial, taxation, accounting and commercial advice for high performing businesses and their owners. Our client mandate for the provision of advisory services is focussed on “the now and the future” rather than the traditional “set and forget” model.

At DPR Wealth we will challenge your thinking, drive business performance to deliver your personal financial and lifestyle goals, and continue to think outside the box when developing financial, taxation and business solutions. We motivate and guide clients to achieve what is important to them and to live the life of their dreams. We do this through goal setting, strategy development, action plans and regular reviews.

Our investment process includes questioning clients about socially responsible or ethical investing. We make sure we really get to know a client so that if they want to invest in alignment with their values, we can help find the best solution for them.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: David Rae

Email: dr@dprwealth.com.au

Phone: 02 6108 4559

Website: www.dprwealth.com.au

Address: Unit 6, 3-5 Phipps Close, Deakin ACT 2600