Jason Lane Email & Phone Number
Financial Adviser | Director @ Successful Ways
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Jason Lane Location
- Brisbane, QLD, AU
Jason Lane Work
- Financial Adviser | Director @ (August 2015 - Present)
- Financial Advisor @ (July 2014 - August 2015)
- Investment Adviser - Macquarie Private Wealth @ (March 2014 - July 2014)
- Investment Executive - Macquarie Private Wealth @ (January 2013 - April 2014)
- Trading Consultant (Senior Associate) @ (July 2011 - January 2013)
- Adviser Client Consultant (Associate) @ (August 2009 - July 2011)
Jason Lane Education
- QUT (Queensland University of Technology)
Master of Business (Applied Finance)
2009-2010 - QUT (Queensland University of Technology)
Bachelor of Business (Economics & Finance)
2006-2008 - Brisbane Grammar School 1998-2002
Jason Lane Skills
- Leadership
- Trading Strategies
- Financial Advisory
- Fixed Income
- Australian Equities
- Sales
- Portfolio Management
- Derivatives
- Client Services
- Relationship Management
- Investments
- Digital Marketing
- Equities
- Investment Strategies
- Marketing
- Customer Service
- Bookkeeping
- Financial Analysis
- Social Media Marketing
- Tax Accounting
- Tax Preparation
- Public Relations
- Trading Systems
- Superior Client Service
- ETFs
- Trading
- Fixed Interest
- Options
- Securities
- Financial Markets
Jason Lane Summary
- Jason Lane, based in Brisbane, QLD, AU, is currently a Financial Adviser | Director at Successful Ways. Jason Lane brings experience from previous roles at Australian Financial Planning Group and Macquarie Group. Jason Lane holds a 2009 - 2010 Master of Business in Applied Finance @ QUT (Queensland University of Technology). With a robust skill set that includes Leadership, Trading Strategies, Financial Advisory, Fixed Income, Australian Equities and more. Jason Lane has 2 emails and 1 mobile phone numbers on RocketReach.
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