JL
Jason Lane
Financial Adviser (Nsw & Qld) | Principal (Qld) at Successful Ways
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Work Experience
Financial Adviser (Nsw & Qld) | Principal (Qld)
Aug 2015 - Present · 9 years and 4 months
Financial Advisor
Jul 2014 - Aug 2015 · 1 years and 1 months
Investment Adviser - Macquarie Private Wealth
Mar 2014 - Jul 2014 · 4 months
Company Details
11-50 Employees
Successful Ways offers people in Sydney, Brisbane, and surrounds, an integrated approach to buying property and creating wealth for their future. We bring together mortgage brokers, financial planners, property managers, buyer’s agents and legal services, all under the one roof. It's the simple and convenient alternative. We're also educators. Through our regular courses, we have empowered thousands of First Home Buyers and Property Investors with knowledge to make the big decisions with confidence. Our purpose is simple, to provide our clients with the best possible advice and solutions for all of their real estate and financial needs. We’re here to ensure financial goals are not only met but exceeded.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
50 Margaret St Level 10 Sydney, New South Wales 2000, AU
Keywords
Residential LendingFirst Home BuyersProperty InvestmentHome LoansMortgage BrokersLegal ServicesSolicitorConveyancingFinancial PlanningBuyer's Agents
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