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Gary Lane

Systems and Workflow Manager

Since entering the financial service industry in 2000 and having gained knowledge from international banks to financial advice licensees, Gary is backed by extensive experience and know-how. 

As Systems and Workflow Manager, Gary coordinates the day-to-day ‘behind the scenes teams’ which allows our financial advisers to continue to provide every client high-quality financial advice and support. It is this support side that Gary is most passionate about and as he likes to say, “keep’s the engine room running smoothly.” 

For Gary, who is exceptionally organised and detail-oriented, coupled in with a high level of technical knowledge and expertise, he has a passion for improving our business processes and efficiencies, ensuring that the I’s are dotted and the T’s are crossed with our systems and processes. 

“It’s extremely important that our office operates smoothly and competently in the background, in order to provide our clients with the best financial advice experience possible. says Gary, “as well as the advice we provide, we also need to ensure we deliver on our high standards in client servicing and administration.” 

With Gary supporting our incredibly experienced advice team you can be assured that the ongoing support is managed by a capable, dedicated, and organised team. 

Gary is a devoted family man who enjoys nothing more than spending time with his family and cherishes all the moments he can spend with them. For relaxation, he prefers to kick back and listen to his favourite music or watch a good movie.  

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

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