Jonathan Rancie
Financial Adviser
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About
Jonathan Rancie is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon years of experience and continuous professional development, Jonathan holds a Self Managed Superannuation Funds certification from Kaplan Professional (2004), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2006), the Certified Financial Planner designation from the Financial Planning Association of Australia (2011), a Margin Lending certification from Mentor Education (2014), and the Accredited Listed Product Adviser Program certification from Kaplan Professional (2015). As a member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, Jonathan is committed to upholding the highest standards of professionalism and ethical conduct. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jonathan is passionate about empowering his clients to make informed decisions and build a secure financial future. Key services include: • Superannuation advice • Wealth management strategies • Retirement planning solutions • Insurance advice and implementation • Investment guidance Ready to take control of your financial future? Contact Jonathan today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jonathan Rancie offer?
Jonathan specialises in superannuation advice, wealth management, retirement planning, and insurance solutions. He is authorised to advise on a broad range of financial products including investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Jonathan Rancie have?
Jonathan holds a Self Managed Superannuation Funds certification, an Advanced Diploma of Financial Services (Financial Planning), the Certified Financial Planner designation, a Margin Lending certification, and the Accredited Listed Product Adviser Program certification.
What is the process for becoming a client of Jonathan Rancie?
The first step is to schedule an initial consultation where we'll discuss your financial goals, current situation, and any concerns you may have. From there, Jonathan will develop a tailored financial plan to help you achieve your objectives. We will then work together to implement and monitor your plan, making adjustments as needed.
How can wealth management advice from Jonathan Rancie benefit me?
Jonathan's wealth management advice can help you grow and protect your assets, optimise your investment portfolio, and achieve your long-term financial goals. He takes a holistic approach, considering your unique circumstances and risk tolerance to develop a personalised strategy.
What can I expect during a retirement planning consultation with Jonathan?
During a retirement planning consultation, Jonathan will help you assess your current retirement savings, estimate your future income needs, and develop a plan to bridge any gaps. He will also discuss strategies for maximising your superannuation benefits and managing your retirement income effectively.
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