Alan Lake
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248442
- Location
- Milton QLD 4064
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 12 June 2026
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1998); Advanced Diploma of Financial Planning, FPA (1999); SMSF Specialist Advisor (SSA), SMSF Association (2010); ACS Accredited Aged Care Professional, Aged Care Steps (2019); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SSA SMSF Specialist Accreditation (SPAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not approved for Margin Lending or Direct Equities
- Tax (financial) advice
- Yes
- Register status
- Current
About Alan Lake
On the Financial Advisers Register kept by ASIC, Alan Lake appears as a current financial adviser in Milton, Queensland, adviser number 000248442.
Advice is given under the Australian financial services licence of Insight Investment Services Pty Ltd, licence number 309996. That authorisation dates from 12 June 2026.
The register records 1998 as the year Alan first provided financial advice. The qualifications listed for Alan include Bachelor of Commerce (University of Western Sydney, 1998), Advanced Diploma of Financial Planning (FPA, 1999) and SMSF Specialist Advisor (SSA) (SMSF Association, 2010). Alan is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SSA SMSF Specialist Accreditation (SPAA).
Alan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not approved for Margin Lending or Direct Equities.”
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Questions people ask
Is Alan Lake a registered financial adviser?
Yes. Alan Lake is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248442.
Which licensee does Alan Lake work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Alan Lake give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not approved for Margin Lending or Direct Equities."