ARTISAN WEALTH
Alexander Rankin, Director - Financial Adviser CFP®
If you have an ambitious life goal, passion or need assstance, I want to provide you with an impactful Financial Plan to help you maximise life.
Nearing a decade of experience in the Financial Services industry, I have developed my passion for helping clients Identify and achieve their financial and personal goals.
With every new client, I work to understand what's important to them and their goals, I'll then work tirelessly to help you achieve these.
I hold an unyielding belief in education, having completed:
- Masters of Financial Planning, obtaining the CFP® designation
- Bachelor of Commerce (Finance)
- Graduate Diploma of Financial Planning
- Diploma of Mortgage Broking
- Several other industry-specific certificates and qualifications
Previously in my career I specialised in exclusively assisting High-Net worth individuals from the medical profession. Whilst I still work extensively in this space, my passion has brought me back to helping Australian families from all walks of life.
I understand that each client is unique, and I promise to provide the same high-level of diligent service regardless of life stage or NET worth.
My passions revolve around spending time outdoors;
camping, fishing and just exploring the beautiful state of Victoria.
Values
Impact
Transparency
Transparency
Bettering our clients' lives at all times, with all advice - Making a real difference.
Transparency
Transparency
Transparency
Open, honest and accurate communication in both the good times and the bad.
Loyalty
Transparency
Innovation
Putting our clients first and always being there to support them.
Innovation
Transparency
Innovation
Always looking to improve and find efficiencies to make our clients' lives easier and more fulfilling.
The Sign of Good Advice
The Certified Financial Planner (CFP®) designation is an accreditation for Financial Planners who have completed additional studies above and beyond the legislated requirements.
CFP® certification is considered the gold standard in the Financial Planning industry - Always ensure you are working with a CFP® Adviser.
As a CFP® professional, I have achieved the highest standard in financial planning worldwide. You can have confidence in my integrity and quality of advice.