Rachelle Anne Arranz
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245803
- Location
- Canberra ACT 2601
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 14 February 2011
- First provided advice
- 2004
- Qualifications
- Adanced Diploma in Financial Services, Kaplan (2003); Diploma in Financial Markets, Securities Institute (2003); Certified Financial Planner, Financial Planning Association of Australia (2005); Accredited Aged Care Professional, Aged Care Steps (2016); Master of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Rachelle Anne Arranz
On the Financial Advisers Register kept by ASIC, Rachelle Anne Arranz appears as a current financial adviser in Canberra, Australian Capital Territory, adviser number 000245803.
Advice is given under the Australian financial services licence of Perpetual Trustee Company Limited, licence number 236643. That authorisation dates from 14 February 2011.
The register records 2004 as the year Rachelle first provided financial advice. Qualifications and training on file include Adanced Diploma in Financial Services (Kaplan, 2003), Diploma in Financial Markets (Securities Institute, 2003) and Certified Financial Planner (Financial Planning Association of Australia, 2005). Rachelle is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Rachelle Anne Arranz a registered financial adviser?
Yes. Rachelle Anne Arranz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245803.
Which licensee does Rachelle Anne Arranz work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Rachelle Anne Arranz give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; managed discretionary account services.