Andrew Lane

Andrew Lane

Shop 8 / 9 Maryborough Street, Bundaberg Central QLD 4670
07 4191 5400
Money and Wealth Management
Member of Association of Financial Advisers Logo
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
  • Estate Planning
  • Income Protection
  • Life Insurance
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Non Institutionally Aligned

Education

AdvDipFS(FP), GDipFinPlan. Passed Financial Adviser Exam. SMSF qualifications. Current Sessional Academic (Financial Planning) at CQUniversity.




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