Financial Adviser
· LUTWYCHE, QLD
Dane William Pevy
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001286143
Dane William Pevy is a financial adviser based in Lutwyche, Queensland, with 5 years of experience in the financial services industry. Dane is currently authorised under Kdm Financial And Estate Planning Pty Ltd. Dane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Banking and Finance. Dane is a member of SMSF Association.
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
2009
Banking and Finance
2014
Self Managed Super Funds
Mentor Education
2016
Adv Dip of Financial Planning
Monarch Institute
2023
Aged Care Advice
Kaplan