JONATHAN RANCIE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2014 - Margin Lending - Diploma (AQF 5) - Mentor Education
2015 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.