David Lane – Financial Adviser
Adviser identifying number: 1001301
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: PITCHER PARTNERS WEALTH MANAGEMENT PTY LTD
Licence number: 357636
Licensee’s ABN: 96142456559
Licence controlled by: Pitcher Partners Brisbane
The date the Financial Adviser commenced the appointment: 01/12/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PITCHER PARTNERS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 357636
Authorised Representative’s ABN: 96142456559
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:
- B Bus (Acct) – QUT
- Grad Dip App Fin & Investment – Securities Institute of Australia
- Grad Dip Fin Planning – Kaplan
- M App Fin – Kaplan
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Comapny Directors
- CPA Australia (CPA)
- Financial Services Institute of Australia
David Lane is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility