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Financial Advisers: TIMOTHY ALAN LANE Information

This is the detailed information about TIMOTHY ALAN LANE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000241281, the year the Financial Adviser first provided advice is 2008 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:17.

Financial Adviser Number: 000241281
Financial Adviser Name: TIMOTHY ALAN LANE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2008
Adviser Town: Rosny Park
Adviser State: TAS
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: GENESYS WEALTH ADVISERS LIMITED
    Licence Number: 000232686
    Licence ABN: 20060778216
    The company(ies) or people who control the licensee's business: AMP LIMITED
    The date the Financial Adviser commenced the appointment: 2008-03-28
    The date the Financial Adviser ceased the appointment: 2015-08-07
    Authorised Representative Name: GENESYS WEALTH ADVISERS LIMITED
    Authorised Representative Number: 000232686
    Rep Appointed ABN: 20060778216
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - University of Tasmania ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Investment Planning 1 (DFP3) - Kaplan ~ Life Insurance Adviser (Personal Advice) - Mentor Education ~ Margin Lending and Geared Inv. - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)
    Provides details on areas the Financial Adviser is restricted from giving advice on: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
    Licence Number: 000357306
    Licence ABN: 54139889535
    The company(ies) or people who control the licensee's business: FORTNUM PRIVATE WEALTH LTD
    The date the Financial Adviser commenced the appointment: 2015-11-03
    Authorised Representative Name: FORTNUM PRIVATE WEALTH LTD
    Authorised Representative Number: 000357306
    Rep Appointed ABN: 54139889535
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - University of Tasmania ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Investment Planning 1 (DFP3) - Kaplan ~ Life Insurance Adviser (Personal Advice) - Mentor Education ~ Margin Lending and Geared Inv. - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Government Debentures, Stocks or Bonds: Class of Product only. Securities: Class of Product only

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.