Financial Adviser · BUNDABERG CENTRAL, QLD

Andrew David Lane

26 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001004180

Andrew David Lane is a financial adviser based in Bundaberg Central, Queensland, with 26 years of experience in the financial services industry. Andrew is currently authorised under Politis Investment Strategies Pty Ltd. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Deakin University. Andrew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

2013

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2017

Self Managed Superannuation Funds

Mentor

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

Graduate Diploma of Financial Planning

Deakin University

Registration History

Politis Investment Strategies Pty Ltd

Dec 2025 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Interprac Financial Planning Pty Ltd

Jul 2023 - Dec 2025 Ceased

Nextplan Financial Pty Ltd

Feb 2019 - Jun 2023 Ceased

FINCHOICE PTY LTD

Oct 2017 - Jan 2018 Ceased

Self Managed Superannuation Funds

ELDERS FINANCIAL PLANNING PTY LTD

Mar 2017 - Sep 2017 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

National Australia Bank Limited

Dec 2013 - Feb 2017 Ceased

Strategic Financial Solutions Pty Ltd

Feb 2005 - Dec 2009 Ceased

Source: ASIC Financial Advisers Register