Anthony Kane
About Me
Financial Planner | Retirement Planning | SMSF | Business Succession | Key Person Protection
Straight-talking financial advice that makes a positive difference in people’s lives.
I’m Anthony Kane, and I am Financial Planning professional based in Cleveland, Brisbane and I regularly travel to see clients all around South East Queensland, including Ipswich, Scenic Rim, Lockyer Valley the Southern Downs and Burnett region. My aim is to be clear and straight to the point with very little jargon to help clients quickly understand their options. My passion to genuinely help others is born from my own life experience that solid financial planning strategies make a substantial difference in people’s lives. I have over 20 years' financial planning experience specialising in helping individuals, couples and families plan to secure their future, with a focus on members of the ADF and Emergency Services and their unique circumstances. My goal is to provide you with certainty, security and the peace of mind knowing that your financial future is taken care of.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
-
Highest Level of Education Bachelor Degree
-
Years of Experience 21 Years
-
Licensed By Fortnum Advice Pty Ltd