Andrew Lane

Money and Wealth Management

Platinum
24 Yrs Experience
Bundaberg Central, QLD 4670

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

I offer personalized financial advice and services to both new and existing clients, specializing in Retirement, Investments, Insurance (Wealth Protection), Superannuation, and Estate Planning to local small businesses and other professionals.

I hold various qualifications, including passing the Financial Adviser Exam, with FASEA-approved and SMSF certifications.

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 contact me at 07 4191 5400 or andrew@moneyandwealth.com.au.

Andrew Lane is Authorised Representative No. 001004180, and The Laneway to Wealth Pty Ltd (T/as Money and Wealth Management) is Corporate Authorised Representative 001283518 of InterPrac Financial Planning Pty Ltd (AFSL 246638).

Expertise

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

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 24
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Money and Wealth Management

Consolidated Insurance Brokers, 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
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638