Financial Adviser
· BARTON, ACT
Jason Allenby Rance
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443666
Jason Allenby Rance is a financial adviser based in Barton, Australian Capital Territory, with 17 years of experience in the financial services industry. Jason is currently authorised under Custodian Financial Group Pty Ltd. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Deakin University. Jason is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Information Technology
University of Canberra
2007
Bachelor of Commerce
University of Canberra
2009
Diploma of Financial Planning (Financial Services)
Kaplan
2012
Certified Financial Planner
Deakin University
2013
Life Risk Specialist
Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan