David Lane Email & Phone Number
Financial Advice and Services Industry Council @ The Chartered Institute for Securities & Investment (The CISI)
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David Lane Location
- Brisbane City, QLD, AU
David Lane Work
- Head of Wealth Advisory @ (July 2026 - Present)
- ANZ Advisory Council Member @ (November 2025 - Present)
- Financial Advice and Services Industry Council @ (November 2025 - Present)
- Investment Committee Member @ (May 2020 - Present)
- State Manager - QLD, Senior Private Wealth Adviser @ (July 2021 - June 2026)
- Financial Advice and Services Council Member @ (August 2021 - November 2025)
- Non Executive Director @ (March 2015 - November 2021)
- Director and Treasurer @ Southern Districts Basketball Association LTD (May 2020 - September 2021)
- Director - Wealth Management @ (June 2010 - July 2021)
- Investment Committee Member @ (March 2017 - July 2020)
- Executive Director @ FirstUnity Wealth Management (May 2009 - June 2010)
- Financial Advisor and State Manager QLD @ (January 2000 - April 2009)
- Securities Advisor @ Prudential-Bache Securities (January 1994 - December 2000)
- SEATS Operator @ Henderson Charlton Ltd (January 1992 - December 1994)
David Lane 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 School 1984-1988
David Lane Skills
- Marketing Strategy
- Business Development
- Economics
- Business Strategy
- Strategic Planning
- Retirement Planning
- Sports Management
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Wealth Management
- Investments
- Investment Advisory
- Financial Structuring
- Family Office
- Financial Advisory
- Asset Management
- Finance
- Securities
- Financial Services
- Wealth
- Strategy
- Trading
- Financial Markets
- Mergers & Acquisitions
- SMSF
- Superannuation
- Equity Derivatives
- Gearing
- Estate Planning
- Small Business
- Strategic Financial Planning
- Pensions
- Financial Planning
- Financial Risk
- Board Governance
- Non Profit Board Development
- Risk Management
- Corporate Governance
- Funding
- Mergers and Acquisitions
- Portfolio Optimization
- Investment Performance
- Capital Markets
- Derivatives
- Investment Policy Statements
- Nonprofit Organizations
- Customer Service
- Operational Risk Management
- Analytical Skills
- Financial Risk Management
- Non Executive Director
- Investment Portfolios
- Investment Portfolio Design
- Business Advisory
- Board Development
- Risk Governance
- Investment Management
David Lane Summary
- David Lane, based in Brisbane City, QLD, AU, is currently a Financial Advice and Services Industry Council at The Chartered Institute for Securities & Investment (The CISI). David Lane brings experience from previous roles at Focus Partners Australia, The Chartered Institute for Securities & Investment (The CISI), QIMR Berghofer Medical Research Institute and Ord Minnett. 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 Marketing Strategy, Business Development, Economics, Business Strategy, Strategic Planning and more. David Lane has 3 emails and 2 mobile phone numbers on RocketReach.
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