MATTHEW STEPHEN LANE
Financial Adviser · Indooroopilly, QLD
📚 Qualifications & Training
2002 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland Univeristy of Technology
2003 - Masters of Financial Planning - Masters Degree (AQF 9) - Griffith University
2005 - Self Managed Superannuation Funds - Other - Tribeca
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2011 - Margin Lending and Geared Investments - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.