Financial Adviser
· INDOOROOPILLY, QLD
Matthew Stephen Lane
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247288
Matthew Stephen Lane is a financial adviser based in Indooroopilly, Queensland, with 23 years of experience in the financial services industry since 2003. Matthew is currently authorised under Fortnum Private Wealth. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Matthew 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Banking and Finance)
Queensland Univeristy of Technology
2003
Masters of Financial Planning
Griffith University
2005
Self Managed Superannuation Funds
Tribeca
2008
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan
Registration History
Source: ASIC Financial Advisers Register