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Anthony Lane

Senior Financial Planner at Cheesman Applegarth & Partners
Intro Book
Anthony Lane, a seasoned Senior Financial Planner with 5 years of experience, holds a Master's degree in Financial Planning and Services, and is proficient in multiple languages, with expertise in financial planning, insurance, and regulatory compliance.
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Location
Toowoomba, Queensland, Australia, AU
Skills
  • Financial Planning
  • Personal Financial Planning
  • Insurance
  • Paraplanning
  • Sales
  • Show all
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Bio

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Anthony Lane is a seasoned financial professional with a proven track record of delivering tailored solutions to clients. As a Senior Financial Planner at Cheesman Applegarth & Partners, he has honed his expertise in Financial Planning, Business Advisory, and Taxation Planning, helping clients achieve their goals and build a more secure financial future. With a strong foundation in regulatory compliance and exceptional customer service skills, Anthony has established a reputation for providing innovative and personalized financial guidance.

Experience

  • Cheesman Applegarth & Partners
    • Toowoomba, Australia
    • Senior Financial Planner
      • Mar 2019 - Present
      • Toowoomba, Australia

      Our team combines Financial Planning, Business Advisory, Taxation Planning and other solutions to provide innovative solutions and build strong working relationships with our clients. Whether you’re just starting out in life or planning for retirement, financial planning can put you on the right track to achieving your goals.​We work with you to integrate your financial and lifestyle goals into a single strategy that will create more freedom of choice. As a result, your tailored plan is designed to help you achieve financial success without compromising your lifestyle, so you can get on with enjoying all that life has to offer.

  • AD Finance
    • Centenary Heights, QLD
    • Financial Educator / Coach
      • Mar 2014 - Present
      • Centenary Heights, QLD

      TAKE CONTROL OF YOUR FINANCESWe have designed a Financial Planning program to help those of you who would prefer to help yourself. Our mission is to provide you with next level financial assistance and guidance so you can confidently manage your finances and make vital decisions to help you get ahead.

  • AMP Financial Planning
    • Brisbane, Australia
    • Financial Planner
      • Oct 2007 - Apr 2016
      • Brisbane, Australia

  • Hillman Morgan Financial Solutions Pty Ltd
    • Toowoomba, Australia
    • Financial Planner
      • Feb 2009 - Mar 2014
      • Toowoomba, Australia

  • Wendy Scarlett Financial Services
    • Tweed Heads, Australia
    • Paraplanner / Financial Planner
      • Jan 2007 - Feb 2009
      • Tweed Heads, Australia

  • Crandon Wesche Financial Planning
    • Brisbane, Australia
    • Paraplanning
      • Jun 2006 - Mar 2007
      • Brisbane, Australia

Education

  • 2008 - 2009
    Griffith University
    Master's degree, Financial Planning and Services
  • 2012 - 2012
    Kaplan Professional
    Diploma of Financial Services, Finance / Morgage Broking Management
  • 2011 - 2011
    Kaplan Professional
    Certificate IV, Finance / Mortgage Broking
  • 2010 - 2010
    Kaplan Professional
    Certificate, Margin Leading and Geared Investments
  • 2010 - 2010
    Kaplan Professional
    Certficate, Self Managed Superannuation Funds
  • 2007 - 2007
    RMIT University
    Certificate, ASIC Regulatory Guide 146 (Tier 1)
  • 2004 - 2006
    Griffith University
    Bachelor's degree, International Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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