Kane Andrew Dalley
Financial Adviser in Marcoola, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302314
- Location
- Marcoola QLD 4564
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 21 November 2006
- First provided advice
- 1995
- Qualifications
- Graduate Diploma in Business Studies in Personal Financial Planning, Massey University (2001); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); SuperConcepts Specialist SMSF Course, University of Adelaide (2017); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kane Andrew Dalley
Kane Andrew Dalley is a financial adviser in Marcoola, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000302314.
Kane provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 21 November 2006.
According to the register, Kane first provided financial advice in 1995. Qualifications and training on file include Graduate Diploma in Business Studies in Personal Financial Planning (Massey University, 2001), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012).
Kane is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Kane Andrew Dalley a registered financial adviser?
Yes. Kane Andrew Dalley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302314.
Which licensee does Kane Andrew Dalley work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Kane Andrew Dalley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."