Andrew Rancie
Financial Adviser
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About
Andrew Rancie is an ASIC-registered financial adviser based in Melbourne, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Andrew's academic foundation includes a Bachelor of Business (Economics and Finance) from RMIT University (2007), supplemented by specialist training in Margin Lending and Self Managed Superannuation Funds (SMSFs) from Mentor Education (2014). He further enhanced his expertise through the Accredited Listed Product Adviser Program at Kaplan Professional (2015) and was recognised as a Fellow Chartered Financial Practitioner by the Association of Financial Advisers (2017). As an active member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Andrew upholds the highest professional standards. Authorised to provide advice on a broad range of financial products, Andrew assists clients with superannuation, insurance, wealth management, and retirement planning. He is also qualified to offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Andrew offers support with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discuss your unique needs and aspirations.
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Frequently Asked Questions
What types of financial advice does Andrew Rancie provide?
Andrew Rancie specialises in superannuation, insurance, wealth management, and retirement planning. He also provides advice on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Andrew Rancie's qualifications and professional memberships?
Andrew holds a Bachelor of Business (Economics and Finance) from RMIT University, specialist training in Margin Lending and SMSFs, and completed the Accredited Listed Product Adviser Program at Kaplan Professional. He is a Fellow Chartered Financial Practitioner with the Association of Financial Advisers and a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How does Andrew Rancie tailor his advice to my specific financial situation?
Andrew begins by thoroughly understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan that considers your unique needs and objectives, providing ongoing support and adjustments as your circumstances change.
What can I expect during my first consultation with Andrew?
During your first consultation, Andrew will discuss your financial goals, gather information about your current financial situation, and explain how he can help you achieve your objectives. This initial meeting is an opportunity for you to ask questions and determine if Andrew is the right financial adviser for you.
Does Andrew Rancie provide advice to Self-Managed Super Funds (SMSFs)?
Yes, Andrew has specialist training in Self Managed Superannuation Funds and can provide advice and assistance to individuals and trustees of SMSFs.
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