Jason Allenby Rance
Financial Adviser in Barton, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000443666
- Location
- Barton ACT 2600
- Licensee
- Custodian Financial Group Pty Ltd (AFSL 465524)
- Authorised since
- 6 November 2014
- First provided advice
- 2009
- Qualifications
- Bachelor of Information Technology, University of Canberra (2006); Bachelor of Commerce, University of Canberra (2007); Diploma of Financial Planning (Financial Services), Kaplan (2009); Certified Financial Planner, Deakin University (2012); Life Risk Specialist, Deakin University (2013); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Allenby Rance
Jason Allenby Rance is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Barton, Australian Capital Territory (adviser number 000443666).
The licensee Jason advises under is Custodian Financial Group Pty Ltd (AFS licence 465524). That authorisation dates from 6 November 2014.
According to the register, Jason first provided financial advice in 2009. Qualifications and training on file include Bachelor of Information Technology (University of Canberra, 2006), Bachelor of Commerce (University of Canberra, 2007) and Diploma of Financial Planning (Financial Services) (Kaplan, 2009). Jason is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Allenby Rance a registered financial adviser?
Yes. Jason Allenby Rance is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000443666.
Which licensee does Jason Allenby Rance work under?
Custodian Financial Group Pty Ltd, Australian financial services licence 465524.
What can Jason Allenby Rance give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.