Timothy Lane
Financial Adviser
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About
Timothy Lane is an ASIC-registered financial adviser based in Rosny Park, Tasmania, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Commerce from the University of Tasmania (1988) and ongoing professional development, including qualifications from Kaplan and Mentor Education, Timothy possesses a strong foundation in financial planning. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Timothy adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create holistic strategies that address your specific needs. Timothy's expertise covers Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Timothy is here to help. Contact Timothy today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Timothy Lane offer?
Timothy Lane provides advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Timothy Lane have?
Timothy Lane holds a Bachelor of Commerce from the University of Tasmania and has completed several industry qualifications including Investment Planning 1 (DFP3), Margin Lending and Geared Inv., Life Insurance Adviser (Personal Advice), and Ethics and Professionalism in Financial Advice.
How does Timothy Lane approach financial planning?
Timothy Lane takes a holistic approach, tailoring strategies to each client's unique needs and goals. He considers all aspects of your financial situation to create a comprehensive plan.
What can I expect during my first consultation with Timothy Lane?
During your first consultation, Timothy will discuss your financial goals, current situation, and risk tolerance. He will then develop a preliminary plan to help you achieve your objectives.
Is Timothy Lane a member of any professional organizations?
Yes, Timothy Lane is a member of Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to ethical and professional standards.
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