David Lane's Location
Brisbane City, QLD, AU
David Lane's Work
- State Manager - QLD, Senior Private Wealth Adviser @ Ord Minnett
- Financial Advice and Services Council Member @ FINSIA
- Investment Committee Member @ QIMR Berghofer Medical Research Institute
- Non Executive Director @ Australian Association of Graduate Employers (AAGE)
- Director and Treasurer @ Southern Districts Basketball Association LTD
- Director - Wealth Management @ Pitcher Partners Wealth Management
- Director @ Pitcher Partners
- Investment Committee Member @ The John Villiers Trust
- Executive Director @ FirstUnity Wealth Management
- Financial Advisor and State Manager QLD @ Salomon Smith Barney Holdings Inc.
David Lane's Education
- Kaplan online higher education
Graduate Diploma of Financial Planning (Financial Planning and Services)
2013 - 2014 - Kaplan online higher education
Masters of Applied Finance (Investments and Securities)
2013 - 2014 - Deakin University
CPA (CPA Program)
1992 - 1994
- Securities Institute of Australia
Grad Dip Applied Finance and Investment (Applied Finance and Investment)
1992 - 1994 - QUT (Queensland University of Technology)
B. Bus (Accy) (Accounting)
1989 - 1991 - Brisbane Grammar School1984 - 1988
David Lane's Skills
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Wealth Management
- Investments
- Investment Advisory
- Financial Structuring
- Family Office
- Financial Advisory
- Asset Management
David Lane's Summary
David Lane, based in Brisbane City, QLD, AU, is currently a State Manager - QLD, Senior Private Wealth Adviser at Ord Minnett, bringing experience from previous roles at FINSIA (Financial Services Institute of Australasia), QIMR Berghofer Medical Research Institute, Australian Association of Graduate Employers (AAGE) and Southern Districts Basketball Association LTD. David Lane holds a 2013 - 2014 Graduate Diploma of Financial Planning in Financial Planning and Services @ Kaplan online higher education. With a robust skill set that includes Asset Allocation, Portfolio Management, Investment Strategies, Wealth Management, Investments and more, David Lane contributes valuable insights to the industry. David Lane has 3 emails and 1 mobile phone number on RocketReach.
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David Lane
State Manager - QLD, Senior Private Wealth Adviser at Ord Minnett
Brisbane City, QLD, AU31 -
13
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