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- Christopher Thomas Rae
Christopher Thomas Rae
- Name
- Christopher Thomas Rae
- ID
- 274547
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca
- 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Education
- 2011 - SMSF Specialist Advisor - - SMSF Professionals' Association of Australia
- 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Australian Institute of Company Directors (AICD)
- Certified Independent Financial Advisers Association (CIFAA)
- Profession of Independent Financial Advisers (PIFA)
Licencee
- Status
- Ceased
- Licence Holder
- Omniwealth Services Pty Limited (#309643)
- Commenced
- May 1, 2020
- Ceased
- May 29, 2020
- Status
- Ceased
- Licence Holder
- Omniwealth Services Pty Limited (#309643)
- Commenced
- July 17, 2019
- Ceased
- April 30, 2020
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- June 1, 2020
- Ceased
- May 17, 2021
- Status
- Current
- Licence Holder
- Allied Advice Pty ltd (#528160)
- Commenced
- May 17, 2021
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- May 7, 2013
- Ceased
- Jan. 31, 2014
- Status
- Ceased
- Licence Holder
- Findex Advice Services Pty Ltd (#243253)
- Commenced
- May 25, 2016
- Ceased
- June 28, 2019
- Status
- Ceased
- Licence Holder
- Hanuman Investments Pty Limited (#313416)
- Commenced
- Nov. 5, 2009
- Ceased
- June 30, 2013
- Status
- Ceased
- Licence Holder
- Walker Capital Private Wealth Pty Limited (#436859)
- Commenced
- Jan. 13, 2014
- Ceased
- May 13, 2016