Financial Adviser · ADELAIDE, SA

Dane Charles Avery

ADELAIDE, SA

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000454658

Licensee

Hendersons Fp

Adelaide, SA (licence address on ASIC register)

View licensee

About Dane Charles Avery

Dane Charles Avery is a financial adviser based in Adelaide, South Australia, with 13 years of experience in the financial services industry since 2013. Dane is currently authorised under Hendersons Fp. Dane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dane's qualifications include a Bachelor of Commerce from Flinders University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce

Flinders University

2012

Advanced Diploma of Financial Planning

Kaplan Professional

2012

Diploma of Financial Planning

Kaplan Professional

2014

Cavendish & ICFS Specialist SMSF Course

Cavendish

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Hendersons Fp Pty Ltd

Apr 2020 - Present Current

Kaizen Wealth Pty Ltd

Dec 2015 - Apr 2020 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Mar 2014 - Dec 2015 Ceased

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

Source: ASIC Financial Advisers Register