David Lane

Brisbane

Director - Wealth Management

Investment Advisory Services

   +61 7 3222 8444

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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

  • Self Managed Superannuation
  • Health professionals
  • Executives
  • Self funded retired
  • Not for profit organisations

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...

Wealth Managed – 19 December 2016

19th December 2016

David Lane

Next financial year, however, the budget deficit is forecast to blow out to $28.7 billion compared to the previous forecast of $26.1 billion.  In...

Wealth Managed – 6 December 2016

19th December 2016

David Lane

This month’s Monetary Policy Decision Statement by RBA Governor Philip Lowe provides an excellent summary of the current state of Australia’s ...

Wealth Managed – 21 November 2016

21st November 2016

David Lane

Underlying the index movement, however, were some notable movements of individual companies as the market continued to react to the tone of compan...

Wealth Managed - 31 October 2016

31st October 2016

David Lane

The Reserve Bank of Australia meets tomorrow, just before the horses jump.  While the tipsters are anticipating that rates will be left unchanged...

Wealth Managed - 24 October 2016

24th October 2016

David Lane

This year, there are a number of significant events that could well add to the volatility and uncertainty of global markets.  We are less than t...

Wealth Managed - 22 September 2016

22nd September 2016

David Lane

The Fed Statement noted that economic activity has picked up from the modest pace seen in first half of the year, and said that “near-term risks...

Wealth Managed – 12 September 2016

12th September 2016

David Lane

The severity of the sell-off in the US market came swiftly, and was somewhat of a shock to the market participants, whom had become somewhat lulle...

Wealth Managed – 7 September 2016

8th September 2016

David Lane

Australia’s GDP release today has shown that the economy grew by 0.5% in the second quarter, taking the annual growth rate to a four-year high o...

Wealth Managed - 23 August 2016

24th August 2016

David Lane

In fact, throughout the month of August is actually one of the most frenetic times in the markets, with the majority of listed companies (those wi...

Wealth Managed - 8 August 2016

8th August 2016

David Lane

The days and weeks before the RBA Meeting in which rates were cut 0.25% were positive for our market, reflecting the expectation that rates would ...

Wealth Managed - 3 August 2016

3rd August 2016

David Lane

While the move may be positive for asset prices in the short term, the key question is will the move do enough to achieve the aims of the RBA (and...

Wealth Managed - 25 July 2016

26th July 2016

David Lane

Global bond yields continue to decline, as the outlook for global growth has become more uncertain since the Brexit decision. German Bonds are now...

Wealth Managed - 15 June 2016

16th June 2016

David Lane

The referendum, which occurs on 23 June, is gaining interest from around the world, with a recent poll of US investors suggesting they are more co...

Wealth Managed - 6 June 2016

6th June 2016

David Lane

.... Interest Rates Central Banks and interest rates will continue to be in focus this week, although it is likely that the discussion will be mo...

Wealth Managed - 30 May 2016

31st May 2016

David Lane

Wages and salaries were positive, and above market expectations.  Wages grew by 0.6% in the first quarter, with above average growth coming from ...

Wealth Managed - 23 May 2016

23rd May 2016

David Lane

In Australia, the RBA’s inflation target of 2-3% lead it to cut official rates to 1.75% on 3 May, as our CPI is trending below 2%.  A number of...

Wealth Managed - 19 April 2016

17th May 2016

David Lane

A much stronger week last week, with the ASX200 rising 4.5%. The sectors that have pulled the index down over recent months lead the market higher...

Wealth Managed – 16 May 2016

17th May 2016

David Lane

The Australian equity market has bounced strongly from the lows in mid-February (up 12%), including jumping over 8% since 11 April.  The recent ...

Wealth Managed - 13 April 2016

14th April 2016

David Lane

Although the growth outlook for Australia has been cut by 0.4% to 2.5%, our GDP growth is still one of highest of the advanced nations outside of ...

Wealth Managed – 4 April 2016

4th April 2016

David Lane

Glenn Stevens will announce the decision of the Board’s Monetary Policy Decision from its meeting in Hobart at 2.30pm tomorrow.  With the under...

Wealth Managed - 7 March 2016

4th April 2016

David Lane

Investors were upbeat after GDP figures showed growth in Australia amongst some of the best growth rates in the developed world, with the only oth...

WealthManaged - 29 February 2016

29th February 2016

David Lane

As we come to a close of the reporting season, and dividend income is paid to investors, we believe that the Australian share market represents at...

WealthManaged - 23 February 2016

23rd February 2016

David Lane

.... Economics * Australia’s unemployment rate climbed to 6.0% in January as full-time employment slumped by the most since 2013, reflecting...

Wealth Managed - 8 February 2016

12th February 2016

David Lane

.... News in Review * The Reserve Bank of Australia (RBA) left the cash rate unchanged at 2%, with the accompanying statement continuing to in...


Services & Specialisations

Investment Advisory Services

Investment Advisory Services

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

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Superannuation Services

Superannuation Services

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

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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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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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Retirement and Superannuation

Retirement and Superannuation

The superannuation environment is subject to frequent and ongoing regulatory change which ...

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