Financial Adviser · MELBOURNE, VIC

Jonathan Rancie

MELBOURNE, VIC

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000305329

Currently at

Rancie Financial

Robina, QLD (firm address)

View firm profile

Jonathan Rancie is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Jonathan is currently authorised under Wpp Licensee Services, operating through Rancie Financial. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Jonathan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Self Managed Superannuation Funds

Kaplan Professional

2006

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Certified Financial Planner

Financial Planning Association of Australia

2014

Margin Lending

Mentor Education

2015

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Wpp Licensee Services Pty Ltd

Jul 2022 - Present Current

Ri Advice Group Pty Ltd

May 2021 - Jul 2022 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

May 2015 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

GENESYS WEALTH ADVISERS PTY LIMITED

May 2013 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

A.C.N. 116 900 362 LIMITED

Sep 2006 - May 2013 Ceased

Source: ASIC Financial Advisers Register