5 Reviews

Andrew Lane

Money and Wealth Management

Platinum

26 Yrs Experience

Bundaberg Central, QLD 4670

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About Me:

I am a Financial Planner and AFP® Advice Practitioner Member of the Financial Advice Association of Australia (FAAA) with over 30 years of experience in the Financial Services industry.

I offer personalised financial advice and services to both new and existing clients, specialising in Retirement, Investments, Insurance (Wealth Protection), Superannuation, and estate planning for local small businesses and other professionals.

I hold various qualifications, including passing the Financial Adviser Exam, as well as certifications from FASEA and on SMSF advice.

I am available for both virtual and face-to-face consultations and welcome referrals from clients and other professionals.

My achievements include receiving the Golden Key International Honour Society Membership from Deakin University in 2020, being a Founding Committee Member of the Ensombl (formerly XY Adviser) Ethics Committee, and winning Ensombl (XY Adviser) awards.

For more information about my services, please get in touch with me at andrew@moneyandwealth.com.au or on 07 4151 0000.

GENERAL ADVICE WARNING:

This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product.

Andrew D Lane of The Laneway to Wealth Pty Ltd (Trading as Money and Wealth Management), Authorised Representative of Politis Investment Management Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

Please refer my Financial Services Guide and Adviser Profile.

5.00 November 2021

Andrew has given me solid and easy to follow advice in areas including loan products, self-managed super funds and managing debt. Andrew is always able to explain things to me in a clear way. Through Andrew's knowledge and experience I have confidence that my finances are in safe hands and the advice given was right for my needs. Would not hesitate recommending Andrew to others

5.00 August 2020

Andrew has given us advice regarding life insurance and income protection. Andrew is extremely helpful and pleasant to deal with and he keeps it simple and easy to understand. We have always found him attentive to our needs and would recommend him to anyone.

5.00 August 2020

Andrew is empathetic towards women and demonstrates a high level of professionalism. I feel that Andrew genuinely cares for my wellbeing as he makes sure I understand his advice. Andrew's knowledge of insurance is outstanding so I can rest assured that my future is secure.

5.00 June 2020

Andrew has given me advice in regards to superannuation and insurance specifically at this time as this is what we had requested to start our financial review. Andrew has managed to source a solution that fits all the boxes that we wanted ticked that we were able to at this time, as well as putting in place a series of options for the longer term that we can access as financial milestones are achieved. Andrew has provided thorough but easy to understand advice and has ensured that all paperwork/processes are followed meticulously. Andrew has also been able to identify areas where he needed further advice and has used his professional network really well to obtain this to meet our goals.

5.00 January 2020

Andrew has been the trusted financial advisor of choice for my family over many years. He has provided detailed financial planning advice on superannuation, investments and long / short team strategies to increase my overall position. I can not rate Andrew highly enough and would confidentially recommend him. Andrew takes the time to understand your needs and implement the best plan based on what you can afford.