Jason Allenby Rance – Financial Adviser

Adviser identifying number: 443666
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: CUSTODIAN FINANCIAL GROUP PTY LTD
Licence number: 465524
Licensee’s ABN: 92139279306
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CUSTODIAN FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 465524
Authorised Representative’s ABN: 92139279306

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – University of Canberra
  • Bachelor of Information Technology – University of Canberra
  • Certified Financial Planner – Deakin University
  • Diploma of Financial Planning (Financial Services) – Kaplan
  • Life Risk Specialist – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jason Allenby Rance is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation