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- Alexander Maxwell Rankin
Alexander Maxwell Rankin
- Name
- Alexander Maxwell Rankin
- ID
- 1270912
- ABN
- –
- First Provided Advice
- 2018
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2018 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
- 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
- 2022 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
- 2023 - Certified Financial Planner - Professional Designations - FAAA
- 2023 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Associated Concepts Pty. Ltd. (#240526)
- Commenced
- Jan. 23, 2023
- Ceased
- May 10, 2024
- Status
- Ceased
- Licence Holder
- Financial Services Partners Pty Limited (#237590)
- Commenced
- Dec. 12, 2018
- Ceased
- Nov. 26, 2020
- Status
- Ceased
- Licence Holder
- Lifespan Financial Planning Pty Ltd (#229892)
- Commenced
- March 22, 2021
- Ceased
- Jan. 31, 2023
- Status
- Ceased
- Licence Holder
- Wealth Trail Pty Ltd (#521516)
- Commenced
- Nov. 26, 2020
- Ceased
- March 19, 2021
- Status
- Current
- Licence Holder
- Volare Wealth Pty ltd (#553949)
- Commenced
- May 27, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities