Anthony Lane
Financial Adviser
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About
Anthony Lane is an ASIC-registered financial adviser based in Toowoomba City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Anthony holds a Bachelor of International Finance and a Master of Commerce (Financial Planning) from Griffith University, complemented by qualifications in Finance/Mortgage Broking. He continually updates his knowledge, including completing Ethics and Professionalism in Financial Advice training, ensuring he provides advice that is both current and ethical. As a member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest standards of professionalism and client care. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to secure your family's future, grow your wealth, or plan for a comfortable retirement, Anthony has the expertise to guide you. • Superannuation advice • Insurance solutions (Life, Risk) • Wealth management strategies • Retirement planning advice • Investment guidance (Securities, Derivatives) Take the first step towards a secure financial future. Contact Anthony Lane today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Anthony Lane offer?
Anthony Lane provides comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. He is also authorised to advise on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What are Anthony Lane's qualifications and memberships?
Anthony Lane holds a Bachelor of International Finance and a Master of Commerce (Financial Planning) from Griffith University. He also has certificates and diplomas in financial services and is a member of the Financial Advice Association of Australia (FAAA).
How can Anthony Lane help me with retirement planning?
Anthony can help you develop a tailored retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. He can advise you on superannuation strategies, investment options, and how to maximise your retirement income.
What is the process of working with Anthony Lane for financial advice?
The process typically starts with an initial consultation to understand your financial goals and current situation. Anthony will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments are made to ensure your plan remains aligned with your goals.
What should I expect from a consultation with Anthony Lane?
During a consultation, you can expect a thorough discussion about your financial goals, a review of your current financial situation, and an explanation of potential strategies to help you achieve your objectives. Anthony is committed to providing clear, unbiased advice to empower you to make informed decisions.
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