Jason George Lane – Financial Adviser
Adviser identifying number: 1234568
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650
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:
- Accredited Derivatives Adviser Level One – Kaplan
- Bachelor of Business – Economics – Queensland University of Technology
- Dip of Finance and Mortgage Broking Management Upgrade Module – Kaplan
- Diploma of Fin Planning – Kaplan
- Diploma of Finance & Mortgage Broking – Kaplan
- Diploma of Financial Planning – Kaplan
- Margin Lending and Geared Investments – Kaplan
- Master of Business – Applied Finance – Queensland University of Technology
- SMSF – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Jason George Lane is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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