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Gary Lane

Gary Lane

Systems and Workflow Manager

With over 20 years of experience in the financial service industry, from international banks to financial advice licensees, Gary is backed by significant experience and know-how.

As Adviser Support, Gary coordinates the compliance-driven ‘behind the scenes’ tasks which enables every client to receive high-quality financial advice. It is this supporting side of advice Gary is most passionate about or as he likes to call it “keeping the engine room running smoothly”.

For Gary, who is exceptionally organised and detail-oriented, his ultimate goal is to help every client reach their financial goals.

Above all, Gary believes that customer service is the most important part of his role. “In everything I do, I put myself in the client’s shoes which gives me all the inspiration I need to go the extra mile.”

With technical knowledge and expertise, Gary is able to support clients at all stages in their lives from looking to retire comfortably to seeking to protect their family with life insurance.

Everybody has financial complexities and if I can help remove some of the challenges or complexities, then that’s what’s most important and where I can help add value to people’s lives.

If you’d like to ask Gary any questions please contact him by phone or email