Financial Adviser
· FORTITUDE VALLEY, QLD
David Lane
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001301
About David Lane
David Lane is a financial adviser based in Fortitude Valley, Queensland, with 16 years of experience in the financial services industry since 2010. David is currently authorised under Focus Partners Wealth, operating through Focus Partners Australia Wealth. David holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). David's qualifications include a Master of Applied Finance from Kaplan. David is a member of Australian Institute of Comapny Directors, CPA Australia (CPA) and Financial Services Institute of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor of Business (Accounting)
Queensland University of Technology
1992
Graduate Diploma in Applied Finance and Investment
The Securities Institute of Australia
2002
PS146 Compliance in Generic and Specialist Markets
Korum
2014
Graduate Diploma of Financial Planning
Kaplan
2014
Master of Applied Finance
Kaplan