David Lane

Brisbane

Director - Wealth Management

Investment Advisory Services

   +617 3222 8444

    View LinkedIn Profile

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Professional Background

David brings his depth of knowledge and understanding of financial markets to provide clients with tailored advice for the management of their investment portfolios. With over two decades of experience, including working for some of the world's leading investment banks, he has advised clients through the ups and downs of many investment cycles.

He has an in-depth knowledge of the Australian share market, including the use of derivatives to enhance portfolio outcomes. With experience extending to international markets and other asset classes, he has an understanding of the interaction between investments in diversified portfolios.

David provides strategic asset allocation and investment advice tailored to each client's specific objectives, risk appetite and requirements. He advises a range of clients including private clients, family groups, superannuation funds, business owners, not-for-profit organisations and institutions. Working closely with the firm's other divisions, David provides clients with a holistic wealth creation and preservation service.

Industry Experience

  • Aged Care
  • Funds management
  • Not for profit

Memberships & Qualifications

  • ASX Accredited Derivatives Adviser (ADA Levels 1 & 2)
  • Bachelor of Business and Accountancy (QUT)
  • Fellow of Financial Services Institute of Australia (FINSIA)
  • Graduate Diploma of Applied Finance and Investment
  • Member of CPA Australia (CPA)
  • Member of Pitcher Partners Wealth Management Investment Committee
  • Representative of Pitcher Partners Wealth Management (RG146 qualified)
  • Member of Australian Institute of Company Directors (AICD)
  • Graduate Diploma of Financial Planning
  • Master of Applied Finance
  • Non-Executive Director of Australian Association of Graduate Employers (AAGE)

Articles Published

Wealth Managed - 10 January 2017

10th January 2017

David Lane

The global stock markets finished 2016 with a positive bang and have carried the momentum into 2017 so far.   This is quite a contrast to last Ja...


Services & Specialisations

Succession Planning

Succession Planning

Forging the future of your business beyond the boundaries of today requires strategic plan...

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Estate Planning

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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Philanthropy Services

Philanthropy Services

Where you are managing the wealth of you and your family, you might be looking for a meani...

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Investment Advisory Services

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

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Brisbane Wealth Management

Brisbane Wealth Management

Pitcher Partners Wealth Management, based in Brisbane, is an investment advisory practice ...

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