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Dave Rae
Financial Adviser at Ethinvest
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Work Experience
Financial Adviser
Apr 2022 - Present · 2 years and 9 months
Non Executive Director
Dec 2019 - Present · 5 years and 1 months
Certified Financial Planner®
May 2019 - Apr 2022 · 2 years and 11 months
Company Details
11-50 Employees
Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice. Since the beginning we have helped individuals, families, and organisations to invest wisely, and to direct financial resources towards building a better society and healthy planet. Ethinvest is owned by our founders and staff and we have always held our own Australian Financial Services Licence. We provide truly independent advice. We currently manage over 800 investments portfolios with $1.2 billion in funds under management. Our clients include over 80 charities, foundations, and not-for-profits, where we play a role in achieving strong financial returns whilst being aligned with their purpose. Ethinvest Pty Ltd ABN 53 003 843 874 AFSL 223718
Year Founded
1989
Social Media
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Industry
Financial Services
HQ Location
1 York St Level 8 Sydney, NSW 2000, AU
Keywords
Investment Portfolio Design and ManagementComprehensive Financial PlanningSuperannuationCharities and Not-for-profitsand Ethical Investment
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