David Lane

Ranked as one of Australia's Top 100 Financial Advisers by Barron's in both 2020 and 2021.

I provide holistic advice tailored to the individual requirements of each client.  I firmly believe in the importance of Strategic Asset Allocation and in removing unnecessary layers (and costs) in the management of portfolios.

As an experienced investor, I construct portfolios and offer managed discretionary accounts to those clients who do not have the time, knowledge or inclination to manage their own portfolios.

Ord Minnett has been building wealth for generations of Australians, with a heritage of 150 years. We are a leading Australian owned wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services.