ADV. DIP FS (FP), SSA®, MCIFAA, PIFA
Founding Director and Principal Financial Advisor
Chris Rae has been working in the financial services industry since 2001 and has been providing advice to clients for 15 years. Through this time, he has been a director, owner, and investment committee member of two advice firms, responsible manager on four separate Australian Financial Service Licenses and is also a former director of the Profession of Independent Financial Advisers (PIFA).
Chris is deeply passionate about drawing a line in the sand in the financial planning industry, and delivering advice that is free from conflicts, and specific to the aspirations and outcomes that are important to each individual client. After working in a variety of both large and small firms he established Allied Wealth in 2020 to meet these objectives.
Having first become a business owner in his late 20’s, Chris has a particular expertise in working with small business owners and professionals. His partnership style approach in working with clients as they navigate their key personal and financial milestones and life events, ensures clients always have a “go-to-person” in their life for all things financial. He also focuses on giving back to clients their biggest life constraint, which is time, so they can spend it with the people or doing the things that are important to them.
Chris lives in the Sutherland Shire, is married to Lana and they have two young boys and two dogs. In between work and family time, Chris enjoys spending time with friends and playing golf (badly).