Data sourced from ASIC Financial Advisers Register
Financial Adviser · ROSNY PARK, TAS

Timothy Alan Lane

18 Years experience
Tax advice
authorised
Currently at
Fortnum Private Wealth Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000241281

Timothy Alan Lane is a financial adviser based in Rosny Park, Tasmania, with 18 years of experience in the financial services industry. Timothy is currently authorised under Fortnum Private Wealth Ltd. Timothy 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 Bachelor of Commerce from University of Tasmania. Timothy is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds: Class of Product only. Securities: Class of Product only

Authorised to provide tax financial advice services

Qualifications and Training

1988
Bachelor of Commerce
University of Tasmania
2008
Investment Planning 1 (DFP3)
Kaplan
2011
Margin Lending and Geared Inv.
Kaplan
2015
Life Insurance Adviser (Personal Advice)
Mentor Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Fortnum Private Wealth Ltd
Nov 2015 - Present Current
Government Debentures, Stocks or Bonds: Class of Product only. Securities: Class of Product only
GENESYS WEALTH ADVISERS PTY LIMITED
Mar 2008 - Aug 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register