Timothy Alan Lane
Financial Adviser in Rosny Park, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241281
- Location
- Rosny Park TAS 7018
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 3 November 2015
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of Tasmania (1988); Investment Planning 1 (DFP3), Kaplan (2008); Margin Lending and Geared Inv., Kaplan (2011); Life Insurance Adviser (Personal Advice), Mentor Education (2015); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Restriction
- Government Debentures, Stocks or Bonds: Class of Product only. Securities: Class of Product only
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Alan Lane
Timothy Alan Lane is a financial adviser in Rosny Park, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000241281.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 3 November 2015.
The register records 2008 as the year Timothy first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Tasmania, 1988), Investment Planning 1 (DFP3) (Kaplan, 2008) and Margin Lending and Geared Inv. (Kaplan, 2011). Timothy is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Government Debentures, Stocks or Bonds: Class of Product only. Securities: Class of Product only.”
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Questions people ask
Is Timothy Alan Lane a registered financial adviser?
Yes. Timothy Alan Lane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241281.
Which licensee does Timothy Alan Lane work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Timothy Alan 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. It also records this restriction: "Government Debentures, Stocks or Bonds: Class of Product only. Securities: Class of Product only."