Alexander Rankin

Associated Concepts Pty Ltd

5.00
5 Reviews
Gold
6 Yrs Experience
Hawthorn, VIC 3122

I am a Financial Adviser with a passion for the outdoors. I enjoy working with clients to help them achieve their personal and financial goals.

With over 6 years experience in the Financial Services Industry; I believe that my knowledge, passion and interpersonal skills are key to helping me help my clients. 

I most enjoy helping my clients understand what their goals are, then positioning them to best achieve those goals – whether these be financial or personal.

Whether a client is at the beginning of a long career or approaching retirement, the skills and experience that I bring to the table have a significant positive impact on my clients lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Associated Concepts Pty Ltd

Level 4, 737 Burwood Road
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 2:00pm Saturday
  • 8:00am – 6:00pm Monday – Friday

Licensed by

Associated Concepts Pty Ltd

AFSL 240526