Financial Adviser
· CANBERRA, ACT
Rachelle Anne Arranz
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245803
Rachelle Anne Arranz is a financial adviser based in Canberra, Australian Capital Territory, with 22 years of experience in the financial services industry. Rachelle is currently authorised under Perpetual Trustee Company Limited. Rachelle holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Rachelle is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Adanced Diploma in Financial Services
Kaplan
2003
Diploma in Financial Markets
Securities Institute
2005
Certified Financial Planner
Financial Planning Association of Australia
2016
Accredited Aged Care Professional
Aged Care Steps
2018
Master of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan