Financial Adviser · MELBOURNE, VIC

David Martin Raits

MELBOURNE, VIC

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000246602

Licensee

Shadforth Financial Group Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About David Martin Raits

David Martin Raits is a financial adviser based in Melbourne, Victoria, with 32 years of experience in the financial services industry since 1994. David works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. David is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Business

Phillip Institute of Technology

1995

Certified Practising Accountant (CPA)

CPA Australia

2007

ASX Listed Products Accreditation Course

Savings Factory

2010

Margin Lending & Geared Investments

Kaplan Education Pty Ltd

2014

Certified Financial Planner (CFP)

Financial Planning Association of Australia Ltd

Registration History

Shadforth Financial Group Limited

Oct 2011 - Present Current

Actuate Alliance Services Pty Ltd

Dec 2013 - Oct 2011 Ceased

Victoria Teachers Limited

Dec 2003 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register