Ian Thomas Lane – Financial Adviser
Adviser identifying number: 345651
Status: Current
Adviser’s ABN: 36705673051
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: AUSTRALIAN CAPITAL FINANCIAL PLANNING PTY LTD
Licence number: 380552
Licensee’s ABN: 34122486935
Licence controlled by: BARRY PARKER
The date the Financial Adviser commenced the appointment: 07/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN CAPITAL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 380552
Authorised Representative’s ABN: 34122486935
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:
- Cert IV in Financial Services (FinanceMortgage Broking) – Kaplan Professional Education
- Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
- Master of Business Administration (Marketing) – University of Southern Queensland
Relevant memberships of professional bodies or industry associations: Financial Ombudsman Service
Ian Thomas Lane is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility