| 1947 |
|
Founded as T. Dundas Smith & Co |
| 1950’s |
|
Name change to Rae Allen & Ring after the new partners, Phil Rae, Jack Allen and Eddie Ring |
| 1960’s |
|
New offices established in Coolangatta and Mullumbimby |
| 1969 |
|
Ray Watson becomes a partner |
| 1970’s |
|
Several junior partners leave, Phil Rae Retires and Coolangatta office moves to Tweed Heads |
| 1982 |
|
Peter Fenton joins the practice from Sydney, as partner heading the Tweed Heads Office |
| 1989 |
|
Eddie Ring retires |
| 1991 |
|
Phil Thomson joins to head up new financial planning division under licence to Advisor Investment Services. |
| 1995 |
|
Murwillumbah office closes and staff integrate with the Tweed Heads Office. |
| 1997 |
|
John Robinson acquires equity in the Mullumbimby practice as resident partner. |
| 2000 |
|
John Robinson acquires remaining equity in the Mullumbimby practice. |
| 2001 |
|
Jenny Dallinger & David de Closey acquire the equity held by Ray Watson who retires. |
| 2003 |
|
Financial planning division expands to include finance brokerage. |
| 2007 |
|
Celebrate our 60th year of trading and re-locate the office to purpose designed offices in Coolangatta as part of a rebranding exercise for future expansion of the business. |
| 2008 |
|
Commence review of client base and consider incorporating legal and business coaching services. |
| 2010 |
|
Future may include introducing further services inhouse such as lawyers. |
