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What drives James to be unforgettable
“WE want our clients to remember us as a firm that helped them to achieve both their finan.. more
About: David Rae
Director
After working for two of Australia’s biggest financial companies, KPMG Peat Marwick and Credit Suisse Asset Management Australia Limited, David decided he wanted to get more balance in his life. He realised that while he wanted a challenging career, he also wanted to have time to spend with his young family and enjoy life. He chose to join Beames & Associates because of its reputation for quality service, and its balanced approach to work and life. His ability and experience in financial planning saw him become a partner in 2003.
David’s four-year stint in the audit and advisory division of KPMG Peat Marwick means he has a strong understanding of business and accounting issues. He also has a good knowledge of the managed funds industry, gained after three years as a member of Credit Suisse Asset Management's operations and investment teams.
David graduated from Macquarie University with a Bachelor of Economics (Accounting) in 1995 and has a Graduate Diploma of Financial Planning from the Securities Institute of Australia. He is a member of the Financial Planning Association of Australia Limited and has achieved Certified Financial Planner status. He is a Fellow of the Financial Services Institute of Australasia and an authorised representative of Count Financial Ltd, AFSL 227232.
