DAVID LANE
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1989 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology
1992 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - The Securities Institute of Australia
2002 - PS146 Compliance in Generic and Specialist Markets - - Korum
2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan
🏢 Professional Memberships
Australian Institute of Comapny Directors
CPA Australia (CPA)
Financial Services Institute of Australia
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.