Alan Bruce Lane – Financial Adviser

Adviser identifying number: 224904
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Licence number: 221531
Licensee’s ABN: 46098406958
Licence controlled by: SUSAN JOAN ALLEN

The date the Financial Adviser commenced the appointment: 01/11/2002
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 221531
Authorised Representative’s ABN: 46098406958

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Accounting – ICAA
  • Diploma of Financial Planning – FPA

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Alan Bruce Lane is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation