Jason Lane
Jason has 11 years financial services experience, having worked closely with clients at Macquarie Private Wealth, Australian Financial Planning Group & Successful Ways Financial Services. Jason is the principal of Successful Ways QLD and services clients throughout Australia.
Jason is a qualified financial adviser, he assists clients with a wide range of financial needs including investment advice, superannuation strategies, tax efficient structuring, risk advice, retirement planning, debt consolidation, property financing and personal budgeting.
Qualifications
University Education:
- Master of Business (AppFin) - Queensland University of Technology.
- Bachelor of Business (Econ & Fin) - Queensland University of Technology.
Professional Qualifications:
- Diploma of Financial Planning – Kaplan
- Diploma of Finance & Mortgage Broking Management – Kaplan
- Accredited Derivatives Adviser 1 – Kaplan
- Self-Managed Superannuation Funds – Kaplan
- Margin Lending and Geared Investments – Kaplan
Professional Memberships:
- Jason is a member of the Association of Financial Advisers Ltd (AFA Ltd) & Tax Practitioners Board (TPB).