Matthew Stephen Lane
Financial Adviser in Indooroopilly, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247288
- Location
- Indooroopilly QLD 4068
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 March 2013
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Banking and Finance), Queensland Univeristy of Technology (2002); Masters of Financial Planning, Griffith University (2003); Self Managed Superannuation Funds, Tribeca (2005); Certified Financial Planner, Financial Planning Association of Australia (2008); Margin Lending and Geared Investments, Kaplan (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Stephen Lane
Matthew Stephen Lane is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Indooroopilly, Queensland (adviser number 000247288).
The licensee Matthew advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 1 March 2013.
The register records 2003 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Queensland Univeristy of Technology, 2002), Masters of Financial Planning (Griffith University, 2003) and Self Managed Superannuation Funds (Tribeca, 2005). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Stephen Lane a registered financial adviser?
Yes. Matthew Stephen Lane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247288.
Which licensee does Matthew Stephen Lane work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Matthew Stephen Lane 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; standard margin lending.