Andrew Lane
8/9 Maryborough St, Bundaberg Central QLD 4670, Australia
07 4191 5400
Money and Wealth Management
Background
Summary
Andrew is passionate about guiding clients with their money and wealth. In 2020 Andrew passed the ASIC (formerly FASEA) Financial Adviser Exam. Having also completed the Ethics and Professionalism in Financial Advice bridging course the same year (https://www.kaplanprofessional.edu.au/fpc002b-ethics-for-professional-advisers/). Andrew is a Golden Key International Honour Society Member (https://www.goldenkey.org/) through Deakin University. He has three units remaining to complete his Master of Financial Planning and CFP® or equivalent.
Focus Areas
Bio Alignments
Non Institutionally Aligned
Education
AdvDipFS(FP), GDipFinPlan. Passed Financial Adviser Exam. SMSF qualifications. Current Sessional Academic (Financial Planning) at CQUniversity.
