Jonathan Rancie
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305329
- Location
- Melbourne VIC 3000
- Licensee
- WPP Licensee Services Pty Ltd (AFSL 530393)
- Authorised since
- 8 July 2022
- First provided advice
- 2006
- Qualifications
- Self Managed Superannuation Funds, Kaplan Professional (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Certified Financial Planner, Financial Planning Association of Australia (2011); Margin Lending, Mentor Education (2014); Accredited Listed Product Adviser Program, Kaplan Professional (2015)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Rancie
Jonathan Rancie is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000305329.
Advice is given under the Australian financial services licence of WPP Licensee Services Pty Ltd, licence number 530393. The current authorisation started on 8 July 2022.
According to the register, Jonathan first provided financial advice in 2006. Qualifications and training on file include Self Managed Superannuation Funds (Kaplan Professional, 2004), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006) and Certified Financial Planner (Financial Planning Association of Australia, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Jonathan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jonathan Rancie a registered financial adviser?
Yes. Jonathan Rancie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305329.
Which licensee does Jonathan Rancie work under?
WPP Licensee Services Pty Ltd, Australian financial services licence 530393.
What can Jonathan Rancie 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; retirement savings accounts; standard margin lending.