Rancie McLean

Jon Rancie, Andrew Rancie and Murray McLean are Australian Financial Services (AFS) financial planning specialists. Jon has 7 years experience, Andrew has 11 years experience and Murray has 20 years experience in financial services.

Strength and competence… AFS is 100% Adviser-owned by a number of financial advisers from around Australia.

AFS hold a securities dealers licence and registration as a Life Insurance Broker, issued by the Australian Securities & Investments Commission (ASIC). Under the law, our primary responsibility is to you, our client. Our aim is to provide you with your own ‘roadmap’ to meet your own lifestyle goals.

Both Jon Rancie and Murray McLean are CFP qualified and Andrew has completed a Bachelor Degree in Economics and Finance, giving you the confidence that you are dealing with a professional.

Education and knowledge for your security…

You want to be sure that the investment advice you receive is up-to-date, accurate and specifically tailored to your benefit. Whilst Jon, Andrew and Murray have many years of practical experience, continuing education is a requirement of our group, and we attend many seminars and study tours.

Research for your peace-of-mind…

For your peace-of-mind, all the products we recommend are subject to detailed research and analysis before being placed on our Approved Product List.  We provide comprehensive Financial Planning and offer the following services to our clients:

Before you get our advice

Q:   Who is my Accredited Adviser/Authorised Representative?

A:   This will be either, Jon Rancie, Andrew Rancie or Murray McLean.

After you get our advice

Q:   What if I have a complaint about the advice I have received?

A:   If you have any complaint about the advice provided to you, you should take the following steps.

  1. Contact RancieMcLean Financial Planning and tell your adviser about your complaint.
     
  2. If your complaint is not satisfactorily resolved within seven days, contact the Professional Standards Manager of Australian Financial Services in writing and send it to Level 15, 520 Collins Street, Melbourne Vic 3000. AFS will try and resolve your complaint quickly and fairly.

  3. If you still do not get a satisfactory outcome, then you should direct your complaint to the Financial Industry Complaints Service at Level 18, 31 Queen Street, Melbourne Vic 3000. Their freecall number is 1800 335 405.

We are a member of this scheme:

The Australian Securities and Investments Commission (ASIC) also has a freecall infoline on 1300 300 630 which you may use to make a complaint and obtain information about your rights.