Data sourced from ASIC Financial Advisers Register
Financial Adviser · MARCOOLA, QLD

Kane Andrew Dalley

MARCOOLA, QLD
31 Years experience
Tax advice
authorised
ASIC Registered · ADV 000302314
Currently at
Charter Financial Planning Limited
Sydney, NSW (firm address)
View firm profile

About Kane Andrew Dalley

Kane Andrew Dalley is a financial adviser based in Marcoola, Queensland, with 31 years of experience in the financial services industry since 1995. Kane is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Kane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kane's qualifications include a Graduate Diploma in Business Studies in Personal Financial Planning from Massey University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Graduate Diploma in Business Studies in Personal Financial Planning
Massey University
2006
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2017
SuperConcepts Specialist SMSF Course
University of Adelaide
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Nov 2006 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register