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