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RA

Rachelle Arranz

Financial Adviser

Perpetual Private
Canberra, ACT 2601

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Rachelle Arranz is an ASIC-registered financial adviser based in Canberra, ACT, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Rachelle brings a wealth of knowledge and experience to her clients. Her qualifications include an Advanced Diploma in Financial Services (Kaplan, 2003), a Diploma in Financial Markets (Securities Institute, 2003), Certified Financial Planner certification from the Financial Planning Association of Australia (2005), Accredited Aged Care Professional certification from Aged Care Steps (2016), a Master of Financial Planning from Kaplan Professional (2018), and Ethics and Professionalism in Financial Advice certification from Kaplan (2019). She is also a proud member of the Financial Advice Association of Australia (FAAA). Rachelle is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, securities, retirement savings accounts, and government debt securities. She is committed to providing tailored solutions that meet the unique needs of each client. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Rachelle is here to help. Contact Rachelle today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies Aged Care Financial Planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000236643

Verify on ASIC Register

Authorised Representative Number

000245803

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Rachelle Arranz provide?

Rachelle Arranz provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Rachelle Arranz have?

Rachelle's qualifications include an Advanced Diploma in Financial Services, a Diploma in Financial Markets, Certified Financial Planner certification, Accredited Aged Care Professional certification, a Master of Financial Planning, and Ethics and Professionalism in Financial Advice certification.

What can I expect during my first meeting with Rachelle?

During your first meeting, Rachelle will take the time to understand your financial situation, goals, and concerns. She will then develop a personalized financial plan tailored to your specific needs.

How does Rachelle stay up-to-date with the latest financial regulations and industry trends?

Rachelle is committed to ongoing professional development and regularly attends industry conferences, seminars, and training sessions to stay informed about the latest regulations and trends.

Is Rachelle Arranz a fiduciary?

As an ASIC-registered financial advisor, Rachelle is legally obligated to act in your best interests. She will always provide advice that is in your best interest.

Get in Touch

Contact Rachelle directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.