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Financial Advisers: CHRISTOPHER THOMAS RAE Information

This is the detailed information about CHRISTOPHER THOMAS RAE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000274547, the year the Financial Adviser first provided advice is 2009 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:34.

Financial Adviser Number: 000274547
Financial Adviser Name: CHRISTOPHER THOMAS RAE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2009
Adviser Town: Sydney
Adviser Country: Australia
Adviser Town: SYDNEY
Adviser Country: Australia
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: BLUEOCEAN CAPITAL GROUP PTY LTD
    Licence Number: 000436859
    Licence ABN: 86161363097
    The company(ies) or people who control the licensee's business: Lingfeng ZHOU
    The date the Financial Adviser commenced the appointment: 2014-01-13
    The date the Financial Adviser ceased the appointment: 2016-05-13
    Authorised Representative Name: BLUEOCEAN CAPITAL GROUP PTY LTD
    Authorised Representative Number: 000436859
    Rep Appointed ABN: 86161363097
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  2. Financial Adviser Status: Ceased
    Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
    Licence Number: 000230689
    Licence ABN: 28056426932
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2013-05-07
    The date the Financial Adviser ceased the appointment: 2014-01-31
    Authorised Representative Name: CHRISTOPHER THOMAS RAE
    Authorised Representative Number: 000274547
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  3. Financial Adviser Status: Ceased
    Name of the licence holder: FINDEX ADVICE SERVICES PTY LTD
    Licence Number: 000243253
    Licence ABN: 88090684521
    The company(ies) or people who control the licensee's business: FINDEX GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2016-05-25
    The date the Financial Adviser ceased the appointment: 2019-06-28
    Authorised Representative Name: FINDEX ADVICE SERVICES PTY LTD
    Authorised Representative Number: 000243253
    Rep Appointed ABN: 88090684521
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: OMNIWEALTH SERVICES PTY LIMITED
    Licence Number: 000309643
    Licence ABN: 57121845001
    The company(ies) or people who control the licensee's business: AMG CAPITAL MANAGEMENT PTY LIMITED
    The date the Financial Adviser commenced the appointment: 2019-07-17
    The date the Financial Adviser ceased the appointment: 2020-04-30
    Authorised Representative Name: OMNIWEALTH SERVICES PTY LIMITED
    Authorised Representative Number: 000309643
    Rep Appointed ABN: 57121845001
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  5. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: OMNIWEALTH SERVICES PTY LIMITED
    Licence Number: 000309643
    Licence ABN: 57121845001
    The company(ies) or people who control the licensee's business: AMG CAPITAL MANAGEMENT PTY LIMITED
    The date the Financial Adviser commenced the appointment: 2020-05-01
    The date the Financial Adviser ceased the appointment: 2020-05-29
    Authorised Representative Name: OMNIWEALTH SERVICES PTY LIMITED
    Authorised Representative Number: 000309643
    Rep Appointed ABN: 57121845001
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  6. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2020-06-01
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  7. Financial Adviser Status: Ceased
    Name of the licence holder: HANUMAN INVESTMENTS PTY LIMITED
    Licence Number: 000313416
    Licence ABN: 33120258540
    The date the Financial Adviser commenced the appointment: 2009-11-05
    The date the Financial Adviser ceased the appointment: 2013-06-30
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.