Centric Wealth

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Chris Rae

Chris has worked in the financial services industry for over fifteen years and first joined Centric Wealth in 2004 before leaving to work in technical services at Colonial First State and subsequently becoming a director and owner of a boutique financial planning firm.

Having recently sold his interest in this business, Chris has rejoined Centric Wealth and brings considerable experience in advising a wide range of clients, including small to medium business owners, corporate executives, high net worth individuals and families.

Chris’ experience in offering professional financial planning services and advice includes the development and implementation of comprehensive long term financial plans, the formulation of appropriate strategies and investment structures in addition to expert ongoing portfolio management.

He is passionate about developing and maintaining long term relationships with his clients and believes these are achieved by always having an honest and up-front approach. He believes financial planning is not solely about investments or strategies, but more importantly it is about giving people financial control over their lives.

Educational qualifications and Professional Memberships

  • SMSF Specialist Advisor™
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Member of the SMSF Association
Contact Chris
(02) 9250 6500
 email Chris

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