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
- 2026 -now Head of Wealth Advisory @
- 2025 -now Financial Advice and Services Industry Council @
- 2025 -now ANZ Advisory Council Member @
- 2020 -now Investment Committee Member @
- 2021 -2026 State Manager - QLD, Senior Private Wealth Adviser @
- 2021 -2025 Financial Advice and Services Council Member @
- 2015 -2021 Non Executive Director @
- 2020 -2021 Director and Treasurer @ Southern Districts Basketball Association LTD
- 2010 -2021 Director - Wealth Management @
- 2017 -2020 Investment Committee Member @
- 2009 -2010 Executive Director @ FirstUnity Wealth Management
- 2000 -2009 Financial Advisor and State Manager QLD @
- 1994 -2000 Securities Advisor @ Prudential-Bache Securities
- 1992 -1994 SEATS Operator @ Henderson Charlton Ltd
David Lane Education
- Kaplan online higher education
Graduate Diploma of Financial Planning, Financial Planning and Services (Graduate Diploma of Financial Planning, Financial Planning and Services)
2013-2014 - Kaplan online higher education
Masters of Applied Finance, Investments and Securities (Masters of Applied Finance, Investments and Securities)
2013-2014 - Deakin University
CPA, CPA Program (CPA, CPA Program)
1992-1994 - Securities Institute of Australia
Grad Dip Applied Finance and Investment, Applied Finance and Investment (Grad Dip Applied Finance and Investment, Applied Finance and Investment)
1992-1994 - QUT (Queensland University of Technology)
B. Bus (Accy), Accounting (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, Financial Planning and Services in Graduate Diploma of Financial Planning, 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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