Financial Adviser · MILTON, QLD

Alan Lake

MILTON, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248442

Currently at

Insight Investment Services

Perth, WA (firm address)

View firm profile

Alan Lake is a financial adviser based in Milton, Queensland, with 28 years of experience in the financial services industry since 1998. Alan is currently authorised under Insight Investment Services. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alan's qualifications include a Bachelor of Commerce from University of Western Sydney. Alan is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SSA SMSF Specialist Accreditation (SPAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not approved for Margin Lending or Direct Equities

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce

University of Western Sydney

1999

Advanced Diploma of Financial Planning

FPA

2010

SMSF Specialist Advisor (SSA)

SMSF Association

2019

ACS Accredited Aged Care Professional

Aged Care Steps

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Insight Investment Services Pty Ltd

Jun 2026 - Present Current

Not approved for Margin Lending or Direct Equities

Mawson Wealth Pty Limited

Mar 2024 - May 2026 Ceased

Interprac Financial Planning Pty Ltd

Jul 2023 - Feb 2024 Ceased

Afta Pty Ltd

Nov 2021 - Jul 2023 Ceased

Lambert Group Management Pty Ltd

Nov 2020 - Jun 2021 Ceased

A.C.N. 133 593 012 PTY LTD

May 2019 - Nov 2020 Ceased

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2018 - Apr 2019 Ceased

Akumin Financial Planning Pty Limited

Jan 2004 - Jun 2017 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register