Financial Adviser
· MELBOURNE, VIC
Andrew Rancie
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305378
Andrew Rancie is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Andrew is currently authorised under Wpp Licensee Services Pty Ltd. Andrew 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 Bachelor of Busines (Economics and Finance) from RMIT University. Andrew 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
2007
Bachelor of Busines (Economics and Finance)
RMIT University
2014
Margin Lending
Mentor Education
2014
Self Managed Superannuation Funds
Mentor Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2017
Fellow Chartered Financial Practitioner
Association of Financial Advisers
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
GENESYS WEALTH ADVISERS PTY LIMITED
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
Source: ASIC Financial Advisers Register