Financial Adviser
· MOUNT WAVERLEY, VIC
Joshua Lane
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250847
Joshua Lane is a financial adviser based in Mount Waverley, Victoria, with 10 years of experience in the financial services industry. Joshua is currently authorised under Integritas Fiduciary Pty Ltd. Joshua 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 The Institute of International Studies (TIIS).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
International Institute of Technolology
2016
Advanced Diploma in Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
The Institute of International Studies (TIIS)
Registration History
UNITED GLOBAL CAPITAL PTY LTD
WEALTH & RISK MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register