Meet the team

Akshay

Associate Adviser

Akshay is an Associate Adviser at Allied Wealth, having joined the team in November 2025. Prior to this, he worked alongside Chris Rae for almost five years through an offshore support team, giving him strong exposure to the full advice process and how client strategies are developed and implemented.

During this time, Akshay built a solid foundation across superannuation, investments, insurance and financial modelling. His experience working closely with advisers and support teams has provided him with a practical understanding of the day-to-day requirements involved in delivering advice and managing client portfolios.

At Allied Wealth, Akshay supports advisers in implementing and managing client strategies, with a focus on keeping processes organised and ensuring recommendations are carried through accurately and efficiently. He works closely with both advisers and clients throughout the process, helping to keep things on track and making sure nothing is missed.
Outside of work, Akshay enjoys listening to music, watching a good series on Netflix, playing pool, and spending time with family.

Client Reviews

  • Dane R

    I’ve been working with Chris from Allied Wealth since they opened in 2020 and have been very impressed with his guidance given my somewhat muddled structure. During our time working together Chris has taken on a number of projects in order to rectify some legacy issues I have faced which have involved an ATO Private Ruling and OSR Stamp Duty exemption. At every step of the way Chris has gone the extra mile to ensure my strategy and structure are as robust as possible – even if that does involve significant time. I have and do happily recommend Chris and the team at Allied Wealth.

    RM

    I’ve been working with Chris and Allied Wealth since 2020 after searching for an adviser who could provide a truly holistic service for my wealth management needs. Allied Wealth’s ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I’m very happy with

  • Alex M

    Chris has advised me for over 5 years. He has helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. He found low fee investments which achieve good returns for me and we meet regularly to track their performance. Always ready to pick up the phone for an ad hoc chat, Chris is a good communicator who always provides professional, well researched advice. I have been very happy with the service.

    FC

    As a person with only basic knowledge of the financial sector, I have been grateful over the years for the unfailingly timely and professional advice provided by Allied Wealth. In particular, I have appreciated the personal touch which a small but highly professional financial advice firm can bring to the relationship.

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