TIMOTHY ALAN LANE
Financial Adviser · Rosny Park, TAS
📚 Qualifications & Training
1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
2008 - Investment Planning 1 (DFP3) - - Kaplan
2011 - Margin Lending and Geared Inv. - Other - Kaplan
2015 - Life Insurance Adviser (Personal Advice) - - Mentor Education
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.