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. In 2019, I was appointed as a 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 sit on RIAA’s Certification Assessment Panel and am the inaugural chair of 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.
Out of the office, you are most likely to find me on my road bike or mountain biking on Australia’s best trails in Canberra.
An in depth profile of my practice and approach can be found in this article from Money and Life magazine: Perfect, the enemy of good
A selection of articles I’ve contributed to or been quoted in:
Last summer’s bushfire crisis is changing the way we invest – Money Magazine
The “why” of ethical investing – Money and Life
ESG is a game changer for investors – Financial Review
The recipe for successfully advising on sustainable investments – Money Management
FASEA too soft on ethical investing – Financial Standard
Dave Rae: a responsible investor and a financial advisor – Good Future Podcast
InvestorDaily ESG Summit add new speakers – IFA
Advisers discuss new era of advice, ethical considerations: RIAA – FS Sustainability
Guide to ESG Investing (pdf link) – Financial Standard
The ABC of sustainable investing – making ESG work for your advice practice (webinar) – BT
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.
Federation Financial Services Pty Ltd ABN 35 109 938 436 is an Authorised Representative No. 281679 and Credit Representative No. 403258 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540. Dave Rae is a registered financial adviser ASIC No. 237107