Financial Adviser
· SOUTH MELBOURNE, VIC
David Reynell Mcrae
No disciplinary history on record with ASIC
SOUTH MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270016
Practice
Newcastle West, NSW (practice address on ASIC register)
Licensed through Cutcher & Neale Financial Services
About David Reynell Mcrae
David Reynell Mcrae is a financial adviser based in South Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. David works at Cutcher & Neale Investment Services, which is licensed through Cutcher & Neale Financial Services. David holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Accounting) from Victoria University. David is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Accounting)
Victoria University
2010
Certified Practicing Accountants Australia Program
CPA Australia Ltd
2014
Cert IV Mortgage Broking
Kaplan
2016
RG146 Self-managed Superannuation Funds
Financial Educational Professionals
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register