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