James Lane – Financial Adviser
Adviser identifying number: 403058
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 08/04/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 232706
Authorised Representative’s ABN: 89051208327
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:
- Advanced Diploma of Financial Services (Financial Planning) (Qualification) – Kaplan Professional
- Certificate IV in Finance and Mortgage Broking – Kaplan Professional
- Certificate IV in Finance and Mortgage Broking? – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Mentor Education Pty Ltd
- Diploma of Financial Services (Financial Planning)? – Mentor Education Pty Ltd
Relevant memberships of professional bodies or industry associations:
- AFA – Association of Financial Advisers
- FBAA – Finance Brokers Association of Australia
James Lane is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility