Andrew Lane

Money and Wealth Management

Platinum
22 Yrs Experience
Bundaberg Central, QLD 4670
Founder Financial Planner AFP®, AdvDipFS(FP), GDipFinPlan Highly successful, award-winning, educated, and qualified Financial Planner. With 3+ decades of Life and Financial Services industry knowledge, skills and networks available to new, and existing clients. I offer advice and services in the following areas: . Small Business Advice . Investments . Pensions and Retirement Income . Superannuation · Wealth Protection (Life and Income Protection Insurance) Contact me at 07 41915400, or andrew@moneyandwealth.com.au. The Laneway to Wealth T/AS Money and Wealth Management. Corporate Authorised Representative (001283518) of Nextplan Financial Pty Ltd. AFSL 452 996, ABN 24 167 151 420.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Please refer my Financial Services Guide and Adviser Profile.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Money and Wealth Management

8, 9 Maryborough St
Bundaberg Central, QLD 4670

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 4:00pm Thursday
  • 9:00am – 5:00pm Monday – Wednesday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"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"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2020

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2017

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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