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Meet the Rancie Financial Team
At Rancie Financial, we believe that the strength of our firm lies in the expertise, dedication, and passion of our team. Each member brings a unique set of skills and a deep commitment to helping you achieve your financial goals. Together, we work tirelessly to ensure your financial journey is smooth, informed, and successful.
Andrew Rancie
Director, Adviser
Since 1999, Andrew has dedicated himself to helping individuals and families achieve their financial goals through customised strategies that evolve with their changing needs. Passionate about financial clarity and security, he takes pride in guiding clients toward lasting success. As a keen investor, Andrew enjoys both the fundamental and tactical aspects of investing, using his expertise to deliver personalised advice at every stage of life.
Jon Rancie
Director, Adviser
Jon began his career in the financial services industry in early 2004. He holds an Advanced Diploma of Financial Planning and is a Certified Financial Planner (CFP). He takes pride in guiding clients through the financial planning process, which includes identifying goals, providing tailored recommendations, and tracking progress to help clients achieve their objectives.
Chris Rancie
Managing Director, Adviser
Chris joined Rancie Financial in January 2007, starting in administration, and working his way to Licenced Financial Adviser in 2012 and more recently Managing Director. Chris specialises in superannuation strategies, wealth management and retirement planning while also overseeing the daily operations of the business.
David Martin
Adviser
David has been in financial services since 1982 and after building a successful business merged with Rancie in 2019 where he continues to specialise in SMSF, corporate structures and more specifically direct share investments.
Lisa Herring
Paraplanner
Lisa has been employed in the financial planning industry since 2001 and has been working with many of our current clients for the best part of 24+ years. Lisa holds a Diploma of Financial Planning and works closely with the advisers assisting with the preparation of client reports, formulation of strategy recommendations and for many clients is the first point of contact for Centrelink assistance, all in her role as a Paraplanner.
Nina Campion
Senior Administrator
Nina has worked in the financial planning industry since 2004. She’s had a long-standing history in the finance sector having worked for ANZ bank for many years prior. Nina’s role as Senior Administrator means that she keeps everything behind the scenes running smoothly while you’re receiving your financial advice from our team. In addition, Nina also works closely with the SMSF Accounting Team to ensure that they have all the information required to complete the audit and the Annual Financials.
Leah Hooper
Senior Client Services Officer
Leah started her career in the Financial Planning industry more than 10 years ago. She became a Senior Client Services Officer at Rancie Financial in 2020. Known for her people-oriented nature, Leah thrives on helping others and building strong relationships with both clients and colleagues.
Joelyne McGoon
Senior Client Services Officer
Joelyne started her career in the financial planning industry with Rancie Financial in 2015. Her commitment and strong work ethic contribute to delivering a smooth and efficient experience for both clients and advisers.
Ready to Take Control of Your Financial Future?
Let’s work together to create a personalized plan that aligns with your goals. Contact Rancie Financial today to schedule a consultation and start building the financial future you deserve. We’re here to guide you every step of the way.