Matthew Lane Financial Planner Report

Name:
Matthew Stephen Lane

Rep Number:
000247288

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-03-01 onwards

Location:
Indooroopilly, , QLD, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland Univeristy of Technology
Bachelor of Business (Banking and Finance)
Financial Planning Association of Australia
Certified Financial Planner
Griffith University
Masters of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)